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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 | $4,084 | $28,624-85.7% | $53,647-92.4% | $82,637-95.1% |
| Participation rate | 10.8% | 47.3%-36.5pp | 56.3%-45.5pp | 68.1%-57.2pp |
| Annual return | 19.30% | 664.98%-645.7pp | 358.33%-339.0pp | 53.51%-34.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $87 | $1,196-92.7% | $1,813-95.2% | $4,126-97.9% |
| Admin fee / account holder | $27 | $2,022-98.7% | $2,460-98.9% | $7,339-99.6% |