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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 | $16,569 | $56,134-70.5% | $96,171-82.8% | $85,847-80.7% |
| Participation rate | 3.5% | 56.7%-53.2pp | 68.4%-64.9pp | 69.3%-65.8pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.04%-192.0pp | 318.61%-318.6pp |
| Employer contribution / active EE | $4 | $1,620-99.8% | $2,799-99.9% | $2,565-99.8% |
| Participant deferral / active EE | $4 | $2,858-99.9% | $4,350-99.9% | $3,952-99.9% |
| Admin fee / account holder | $2 | $3,769-99.9% | $5,538-100.0% | $6,261-100.0% |