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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 | $2,953 | $81,749-96.4% | $58,544-95.0% | $139,456-97.9% |
| Participation rate | 6.3% | 61.3%-55.1pp | 50.9%-44.6pp | 80.3%-74.1pp |
| Annual return | 15.80% | 7425.45%-7409.6pp | 4249.56%-4233.8pp | 373.45%-357.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $44 | $2,555-98.3% | $1,923-97.7% | $6,711-99.3% |
| Admin fee / account holder | $35 | $3,272-98.9% | $2,520-98.6% | $11,407-99.7% |