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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 | $3,533 | $27,936-87.4% | $58,561-94.0% | $75,173-95.3% |
| Participation rate | 4.9% | 38.8%-34.0pp | 50.9%-46.0pp | 67.2%-62.3pp |
| Annual return | 23.26% | 44.21%-20.9pp | 4251.33%-4228.1pp | 160.72%-137.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $35 | $1,202-97.1% | $1,923-98.2% | $4,126-99.2% |
| Admin fee / account holder | $30 | $1,727-98.3% | $2,520-98.8% | $5,651-99.5% |