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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 | $3,585 | $29,736-87.9% | $56,033-93.6% | $80,935-95.6% |
| Participation rate | 8.2% | 41.7%-33.5pp | 52.5%-44.2pp | 67.7%-59.4pp |
| Annual return | 12.05% | 35.28%-23.2pp | 1711.38%-1699.3pp | 35.66%-23.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $149 | $1,228-87.9% | $1,954-92.4% | $4,299-96.5% |
| Admin fee / account holder | $16 | $2,434-99.3% | $2,827-99.4% | $6,924-99.8% |