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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 | $35,654 | $103,975-65.7% | $160,784-77.8% | $103,975-65.7% |
| Participation rate | 0.2% | 72.5%-72.3pp | 77.0%-76.7pp | 72.5%-72.3pp |
| Annual return | 17.37% | 19.41%-2.0pp | 1803.92%-1786.5pp | 19.41%-2.0pp |
| Employer contribution / active EE | $4 | $3,722-99.9% | $3,733-99.9% | $3,722-99.9% |
| Participant deferral / active EE | $19 | $5,343-99.7% | $6,293-99.7% | $5,343-99.7% |
| Admin fee / account holder | $0 | $332-100.0% | $9,717-100.0% | $332-100.0% |