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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 | $29,716-65.0% | $56,077-81.4% | $80,925-87.1% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 20.19% | 35.30%-15.1pp | 1709.28%-1689.1pp | 35.65%-15.5pp |
| Employer contribution / active EE | $15 | $671-97.7% | $1,040-98.5% | $2,756-99.4% |
| Participant deferral / active EE | $183 | $1,228-85.1% | $1,954-90.7% | $4,299-95.8% |
| Admin fee / account holder | $31 | $2,432-98.7% | $2,825-98.9% | $6,940-99.6% |