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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 | $38,494 | $217,432-82.3% | $185,851-79.3% | $167,553-77.0% |
| Participation rate | 61.5% | 86.1%-24.5pp | 81.7%-20.2pp | 82.1%-20.6pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $760 | $6,357-88.1% | $5,569-86.4% | $6,343-88.0% |
| Admin fee / account holder | $39 | $19,820-99.8% | $16,245-99.8% | $12,316-99.7% |