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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 | $65,527 | $75,828-13.6% | $147,617-55.6% | $59,632+9.9% |
| Participation rate | 10.9% | 71.6%-60.6pp | 84.6%-73.7pp | 68.7%-57.7pp |
| Annual return | 0.20% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $465 | $3,130-85.1% | $4,895-90.5% | $3,192-85.4% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |