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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 | $17,476 | $75,832-77.0% | $147,617-88.2% | $59,633-70.7% |
| Participation rate | 32.4% | 71.6%-39.2pp | 84.6%-52.3pp | 68.7%-36.3pp |
| Annual return | 0.17% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $578 | $3,131-81.5% | $4,895-88.2% | $3,192-81.9% |
| Admin fee / account holder | $11 | $5,986-99.8% | $11,612-99.9% | $4,297-99.7% |