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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 | $4,206 | $76,634-94.5% | $56,054-92.5% | $145,978-97.1% |
| Participation rate | 5.6% | 63.2%-57.7pp | 52.5%-46.9pp | 80.3%-74.7pp |
| Annual return | 11.68% | 3004.33%-2992.6pp | 1705.95%-1694.3pp | 550.52%-538.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $50 | $2,622-98.1% | $1,952-97.4% | $6,690-99.2% |
| Admin fee / account holder | $57 | $3,321-98.3% | $2,822-98.0% | $13,400-99.6% |