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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 | $76,785-95.4% | $56,441-93.8% | $145,959-97.6% |
| Participation rate | 35.3% | 63.2%-28.0pp | 52.5%-17.2pp | 80.3%-45.0pp |
| Annual return | 14.77% | 3000.51%-2985.7pp | 1704.21%-1689.4pp | 561.95%-547.2pp |
| Employer contribution / active EE | $0 | $1,381-100.0% | $1,039-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $195 | $2,624-92.6% | $1,953-90.0% | $6,689-97.1% |
| Admin fee / account holder | $6 | $3,334-99.8% | $2,829-99.8% | $13,398-100.0% |