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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 | $21,672 | $58,391-62.9% | $76,657-71.7% | $72,975-70.3% |
| Participation rate | 1.4% | 67.4%-65.9pp | 72.1%-70.6pp | 69.5%-68.0pp |
| Annual return | 26.37% | 2306.65%-2280.3pp | 1166.74%-1140.4pp | 81.01%-54.6pp |
| Employer contribution / active EE | $23 | $1,787-98.7% | $2,303-99.0% | $2,440-99.0% |
| Participant deferral / active EE | $209 | $2,690-92.2% | $3,335-93.7% | $3,608-94.2% |
| Admin fee / account holder | $0 | $4,014-100.0% | $6,423-100.0% | $5,124-100.0% |