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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 | $2,044 | $76,519-97.3% | $56,025-96.4% | $145,897-98.6% |
| Participation rate | 5.9% | 63.2%-57.4pp | 52.5%-46.6pp | 80.3%-74.4pp |
| Annual return | 17.24% | 3017.03%-2999.8pp | 1712.69%-1695.4pp | 552.29%-535.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $56 | $2,624-97.9% | $1,955-97.1% | $6,689-99.2% |
| Admin fee / account holder | $9 | $3,331-99.7% | $2,828-99.7% | $13,390-99.9% |