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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 | $58,602 | $180,459-67.5% | $154,108-62.0% | $135,380-56.7% |
| Participation rate | 30.8% | 87.4%-56.7pp | 83.0%-52.3pp | 82.6%-51.9pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $48 | $6,035-99.2% | $5,298-99.1% | $4,779-99.0% |
| Participant deferral / active EE | $111 | $5,806-98.1% | $5,081-97.8% | $5,609-98.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |