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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 | $1,990 | $28,624-93.0% | $53,647-96.3% | $82,637-97.6% |
| Participation rate | 22.2% | 47.3%-25.0pp | 56.3%-34.1pp | 68.1%-45.8pp |
| Annual return | 16.49% | 664.98%-648.5pp | 358.33%-341.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $18 | $2,022-99.1% | $2,460-99.3% | $7,339-99.8% |