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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 | $10,976 | $29,733-63.1% | $56,025-80.4% | $80,959-86.4% |
| Participation rate | 6.9% | 41.7%-34.8pp | 52.5%-45.6pp | 67.7%-60.8pp |
| Annual return | 14.63% | 35.28%-20.7pp | 1712.69%-1698.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $76 | $672-88.7% | $1,042-92.7% | $2,757-97.2% |
| Participant deferral / active EE | $76 | $1,229-93.8% | $1,955-96.1% | $4,300-98.2% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |