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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 | $32,924 | $75,832-56.6% | $147,617-77.7% | $59,633-44.8% |
| Participation rate | 14.0% | 71.6%-57.5pp | 84.6%-70.6pp | 68.7%-54.6pp |
| Annual return | 0.65% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $312 | $3,131-90.0% | $4,895-93.6% | $3,192-90.2% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |