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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 | $29,716-83.9% | $56,077-91.5% | $80,925-94.1% |
| Participation rate | 1.4% | 41.7%-40.2pp | 52.5%-51.0pp | 67.7%-66.2pp |
| Annual return | 36.52% | 35.30%+1.2pp | 1709.28%-1672.8pp | 35.65%+0.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $110 | $1,228-91.1% | $1,954-94.4% | $4,299-97.5% |
| Admin fee / account holder | $17 | $2,432-99.3% | $2,825-99.4% | $6,940-99.8% |