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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 | $15,454 | $45,043-65.7% | $85,063-81.8% | $74,400-79.2% |
| Participation rate | 1.3% | 49.4%-48.1pp | 67.5%-66.2pp | 67.2%-65.9pp |
| Annual return | 17.02% | 26.26%-9.2pp | 66.54%-49.5pp | 1367.51%-1350.5pp |
| Employer contribution / active EE | $29 | $1,458-98.0% | $2,727-98.9% | $2,624-98.9% |
| Participant deferral / active EE | $67 | $2,733-97.5% | $4,523-98.5% | $4,348-98.5% |
| Admin fee / account holder | $76 | $2,210-96.6% | $6,155-98.8% | $1,944-96.1% |