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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 | $5,529 | $29,319-81.1% | $52,425-89.5% | $82,448-93.3% |
| Participation rate | 6.7% | 46.9%-40.2pp | 55.6%-49.0pp | 68.1%-61.4pp |
| Annual return | 20.19% | 535.20%-515.0pp | 302.12%-281.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $116 | $1,171-90.1% | $1,790-93.5% | $4,139-97.2% |
| Admin fee / account holder | $54 | $1,962-97.3% | $2,495-97.9% | $7,234-99.3% |