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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 | $6,544 | $29,736-78.0% | $56,033-88.3% | $80,935-91.9% |
| Participation rate | 5.4% | 41.7%-36.3pp | 52.5%-47.1pp | 67.7%-62.3pp |
| Annual return | 11.97% | 35.28%-23.3pp | 1711.38%-1699.4pp | 35.66%-23.7pp |
| Employer contribution / active EE | $82 | $671-87.8% | $1,041-92.1% | $2,757-97.0% |
| Participant deferral / active EE | $93 | $1,228-92.5% | $1,954-95.3% | $4,299-97.8% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |