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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 | $16,324 | $30,732-46.9% | $59,496-72.6% | $59,633-72.6% |
| Participation rate | 13.5% | 43.2%-29.7pp | 54.6%-41.0pp | 68.7%-55.2pp |
| Annual return | -0.82% | 4.47%-5.3pp | 182.05%-182.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $207 | $1,183-82.5% | $1,829-88.7% | $3,192-93.5% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |