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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 | $14,187 | $49,199-71.2% | $121,210-88.3% | $75,177-81.1% |
| Participation rate | 3.4% | 55.4%-52.0pp | 69.5%-66.1pp | 67.2%-63.8pp |
| Annual return | 14.64% | 56.04%-41.4pp | 987.41%-972.8pp | 160.75%-146.1pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $32 | $2,630-98.8% | $4,084-99.2% | $4,126-99.2% |
| Admin fee / account holder | $59 | $3,946-98.5% | $5,647-99.0% | $5,651-99.0% |