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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 | $35,062 | $47,105-25.6% | $68,368-48.7% | $67,986-48.4% |
| Participation rate | 2.1% | 51.8%-49.7pp | 73.8%-71.6pp | 57.2%-55.1pp |
| Annual return | 15.52% | 48.37%-32.9pp | 292.57%-277.1pp | 31.67%-16.1pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $61 | $2,374-97.4% | $4,123-98.5% | $3,358-98.2% |
| Admin fee / account holder | $0 | $2,435-100.0% | $5,150-100.0% | $3,203-100.0% |