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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 | $56,702 | $95,975-40.9% | $74,549-23.9% | $135,379-58.1% |
| Participation rate | 35.0% | 75.7%-40.7pp | 69.1%-34.1pp | 82.6%-47.6pp |
| Annual return | 1.84% | 56.96%-55.1pp | 32.53%-30.7pp | 519.79%-517.9pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $258 | $3,844-93.3% | $3,108-91.7% | $5,609-95.4% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,059-99.9% | $10,828-100.0% |