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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 | $29,670-64.9% | $56,054-81.4% | $80,911-87.1% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 20.19% | 35.24%-15.1pp | 1705.95%-1685.8pp | 35.63%-15.4pp |
| Employer contribution / active EE | $15 | $670-97.7% | $1,039-98.5% | $2,756-99.4% |
| Participant deferral / active EE | $183 | $1,227-85.1% | $1,952-90.6% | $4,297-95.7% |
| Admin fee / account holder | $31 | $2,431-98.7% | $2,822-98.9% | $6,935-99.6% |