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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 | $8,298 | $58,275-85.8% | $81,844-89.9% | $80,935-89.7% |
| Participation rate | 18.4% | 63.5%-45.1pp | 72.4%-54.0pp | 67.7%-49.3pp |
| Annual return | 0.00% | 41.82%-41.8pp | 778.87%-778.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $436 | $3,285-86.7% | $4,323-89.9% | $4,299-89.9% |
| Admin fee / account holder | $2 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |