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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 | $32,925 | $34,316-4.1% | $74,723-55.9% | $72,976-54.9% |
| Participation rate | 1.2% | 42.4%-41.2pp | 54.5%-53.3pp | 69.5%-68.3pp |
| Annual return | 35.75% | 26.58%+9.2pp | 753.18%-717.4pp | 81.02%-45.3pp |
| Employer contribution / active EE | $9 | $692-98.7% | $1,084-99.2% | $2,440-99.6% |
| Participant deferral / active EE | $87 | $1,272-93.2% | $1,962-95.6% | $3,608-97.6% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |