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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 | $34,102 | $78,694-56.7% | $67,652-49.6% | $125,389-72.8% |
| Participation rate | 14.3% | 78.8%-64.5pp | 75.7%-61.4pp | 83.2%-68.9pp |
| Annual return | -0.73% | 9.46%-10.2pp | 6625.40%-6626.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $295 | $4,292-93.1% | $3,560-91.7% | $5,352-94.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |