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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 | $30,081 | $45,152-33.4% | $73,836-59.3% | $59,633-49.6% |
| Participation rate | 7.4% | 64.0%-56.6pp | 73.4%-66.0pp | 68.7%-61.3pp |
| Annual return | -0.36% | 27.40%-27.8pp | 2268.06%-2268.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $290 | $2,573-88.7% | $3,583-91.9% | $3,192-90.9% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |