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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 | $1,974 | $69,118-97.1% | $53,647-96.3% | $138,895-98.6% |
| Participation rate | 0.0% | 64.0%-64.0pp | 56.3%-56.3pp | 79.9%-79.9pp |
| Annual return | 17.16% | 248.26%-231.1pp | 358.33%-341.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $48 | $2,274-97.9% | $1,813-97.4% | $6,396-99.2% |
| Admin fee / account holder | $45 | $2,724-98.3% | $2,460-98.2% | $12,562-99.6% |