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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 | $37,513 | $48,274-22.3% | $63,244-40.7% | $59,633-37.1% |
| Participation rate | 4.2% | 66.3%-62.2pp | 71.0%-66.9pp | 68.7%-64.5pp |
| Annual return | 0.35% | -240.79%+241.1pp | -70.31%+70.7pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $217 | $2,343-90.8% | $2,953-92.7% | $3,192-93.2% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,893-100.0% | $4,297-100.0% |