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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 | $24,032 | $48,053-50.0% | $84,637-71.6% | $72,976-67.1% |
| Participation rate | 1.6% | 57.6%-55.9pp | 68.2%-66.6pp | 69.5%-67.8pp |
| Annual return | 30.84% | 37.39%-6.5pp | 258.82%-228.0pp | 81.02%-50.2pp |
| Employer contribution / active EE | $37 | $1,602-97.7% | $2,653-98.6% | $2,440-98.5% |
| Participant deferral / active EE | $148 | $2,681-94.5% | $3,900-96.2% | $3,608-95.9% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |