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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 | $19,605 | $75,832-74.1% | $147,617-86.7% | $59,633-67.1% |
| Participation rate | 8.8% | 71.6%-62.8pp | 84.6%-75.8pp | 68.7%-59.9pp |
| Annual return | -2.53% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $18 | $3,485-99.5% | $5,564-99.7% | $2,203-99.2% |
| Participant deferral / active EE | $96 | $3,131-96.9% | $4,895-98.0% | $3,192-97.0% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |