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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 | $38,435 | $41,150-6.6% | $80,607-52.3% | $71,495-46.2% |
| Participation rate | 3.6% | 50.3%-46.6pp | 67.0%-63.4pp | 67.9%-64.3pp |
| Annual return | 180.10% | 38.48%+141.6pp | 936.11%-756.0pp | 28.85%+151.2pp |
| Employer contribution / active EE | $17 | $1,515-98.9% | $2,724-99.4% | $2,589-99.4% |
| Participant deferral / active EE | $286 | $2,701-89.4% | $4,448-93.6% | $4,291-93.3% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,379-100.0% | $1,588-100.0% |