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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 | $76,754 | $42,332+81.3% | $80,627-4.8% | - |
| Participation rate | 1.0% | 51.1%-50.1pp | 67.0%-66.0pp | - |
| Annual return | 22.41% | 49.99%-27.6pp | 936.76%-914.4pp | - |
| Employer contribution / active EE | $18 | $1,076-98.3% | $2,723-99.3% | - |
| Participant deferral / active EE | $256 | $3,616-92.9% | $4,443-94.2% | - |
| Admin fee / account holder | $0 | $1,582-100.0% | $5,381-100.0% | - |