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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 | $10,614 | $29,736-64.3% | $56,033-81.1% | $80,935-86.9% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 39.83% | 35.28%+4.6pp | 1711.38%-1671.5pp | 35.66%+4.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $173 | $1,228-85.9% | $1,954-91.2% | $4,299-96.0% |
| Admin fee / account holder | $70 | $2,434-97.1% | $2,827-97.5% | $6,924-99.0% |