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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 | $3,031 | $29,319-89.7% | $52,425-94.2% | $82,448-96.3% |
| Participation rate | 6.4% | 46.9%-40.5pp | 55.6%-49.2pp | 68.1%-61.7pp |
| Annual return | 19.87% | 535.20%-515.3pp | 302.12%-282.3pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $73 | $1,171-93.7% | $1,790-95.9% | $4,139-98.2% |
| Admin fee / account holder | $18 | $1,962-99.1% | $2,495-99.3% | $7,234-99.8% |