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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 | $18,091 | $75,832-76.1% | $147,618-87.7% | $59,633-69.7% |
| Participation rate | 18.2% | 71.6%-53.4pp | 84.6%-66.4pp | 68.7%-50.5pp |
| Annual return | -0.22% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $340 | $3,131-89.1% | $4,895-93.1% | $3,192-89.4% |
| Admin fee / account holder | $4 | $5,986-99.9% | $11,612-100.0% | $4,297-99.9% |