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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 | $2,471 | $29,733-91.7% | $56,025-95.6% | $80,959-96.9% |
| Participation rate | 11.5% | 41.7%-30.2pp | 52.5%-41.0pp | 67.7%-56.1pp |
| Annual return | 14.33% | 35.28%-21.0pp | 1712.69%-1698.4pp | 35.67%-21.3pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $140 | $1,229-88.6% | $1,955-92.9% | $4,300-96.8% |
| Admin fee / account holder | $14 | $2,434-99.4% | $2,828-99.5% | $6,925-99.8% |