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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 | $4,771 | $29,733-84.0% | $56,025-91.5% | $80,959-94.1% |
| Participation rate | 1.4% | 41.7%-40.3pp | 52.5%-51.1pp | 67.7%-66.2pp |
| Annual return | 36.52% | 35.28%+1.2pp | 1712.69%-1676.2pp | 35.67%+0.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $110 | $1,229-91.1% | $1,955-94.4% | $4,300-97.5% |
| Admin fee / account holder | $17 | $2,434-99.3% | $2,828-99.4% | $6,925-99.8% |