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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 | $10,411 | $29,733-65.0% | $56,025-81.4% | $80,959-87.1% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 20.19% | 35.28%-15.1pp | 1712.69%-1692.5pp | 35.67%-15.5pp |
| Employer contribution / active EE | $15 | $672-97.7% | $1,042-98.5% | $2,757-99.4% |
| Participant deferral / active EE | $183 | $1,229-85.1% | $1,955-90.7% | $4,300-95.8% |
| Admin fee / account holder | $31 | $2,434-98.7% | $2,828-98.9% | $6,925-99.6% |