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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 | $1,732 | $29,733-94.2% | $56,025-96.9% | $80,959-97.9% |
| Participation rate | 62.5% | 41.7%+20.8pp | 52.5%+10.0pp | 67.7%-5.2pp |
| Annual return | 11.80% | 35.28%-23.5pp | 1712.69%-1700.9pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $60 | $1,229-95.1% | $1,955-96.9% | $4,300-98.6% |
| Admin fee / account holder | $19 | $2,434-99.2% | $2,828-99.3% | $6,925-99.7% |