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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 | $39,933 | $41,150-3.0% | $80,607-50.5% | $71,495-44.1% |
| Participation rate | 1.8% | 50.3%-48.5pp | 67.0%-65.2pp | 67.9%-66.2pp |
| Annual return | 22.48% | 38.48%-16.0pp | 936.11%-913.6pp | 28.85%-6.4pp |
| Employer contribution / active EE | $112 | $1,515-92.6% | $2,724-95.9% | $2,589-95.7% |
| Participant deferral / active EE | $151 | $2,701-94.4% | $4,448-96.6% | $4,291-96.5% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,379-100.0% | $1,588-100.0% |