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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 | $2,666 | $76,608-96.5% | $56,077-95.2% | $145,877-98.2% |
| Participation rate | 46.2% | 63.2%-17.1pp | 52.5%-6.3pp | 80.3%-34.1pp |
| Annual return | 10.78% | 3009.59%-2998.8pp | 1709.28%-1698.5pp | 551.28%-540.5pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $196 | $2,624-92.5% | $1,954-90.0% | $6,691-97.1% |
| Admin fee / account holder | $40 | $3,325-98.8% | $2,825-98.6% | $13,402-99.7% |