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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 | $16,097 | $42,332-62.0% | $80,607-80.0% | - |
| Participation rate | 3.0% | 51.1%-48.0pp | 67.0%-64.0pp | - |
| Annual return | 1626.16% | 49.99%+1576.2pp | 936.11%+690.1pp | - |
| Employer contribution / active EE | $58 | $1,076-94.6% | $2,724-97.9% | - |
| Participant deferral / active EE | $77 | $3,616-97.9% | $4,448-98.3% | - |
| Admin fee / account holder | $104 | $1,582-93.4% | $5,379-98.1% | - |