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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,500 | $76,519-95.4% | $56,025-93.8% | $145,897-97.6% |
| Participation rate | 35.3% | 63.2%-27.9pp | 52.5%-17.2pp | 80.3%-45.0pp |
| Annual return | 14.77% | 3017.03%-3002.3pp | 1712.69%-1697.9pp | 552.29%-537.5pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $195 | $2,624-92.6% | $1,955-90.0% | $6,689-97.1% |
| Admin fee / account holder | $6 | $3,331-99.8% | $2,828-99.8% | $13,390-100.0% |