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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 | $28,858 | $60,393-52.2% | $81,820-64.7% | $74,429-61.2% |
| Participation rate | 3.0% | 62.9%-59.9pp | 72.4%-69.4pp | 67.2%-64.2pp |
| Annual return | 12.30% | 16.89%-4.6pp | 777.93%-765.6pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $161 | $3,397-95.3% | $4,323-96.3% | $4,348-96.3% |
| Admin fee / account holder | $0 | $1,491-100.0% | $7,391-100.0% | $1,944-100.0% |