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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 | $5,534 | $76,522-92.8% | $56,033-90.1% | $145,884-96.2% |
| Participation rate | 31.8% | 63.2%-31.4pp | 52.5%-20.7pp | 80.3%-48.5pp |
| Annual return | 13.59% | 3014.28%-3000.7pp | 1711.38%-1697.8pp | 551.85%-538.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $164 | $2,624-93.8% | $1,954-91.6% | $6,690-97.6% |
| Admin fee / account holder | $54 | $3,328-98.4% | $2,827-98.1% | $13,392-99.6% |