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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 | $43,730-19.8% | $66,674-47.4% | $64,097-45.3% |
| Participation rate | 2.1% | 50.7%-48.6pp | 73.7%-71.5pp | 55.2%-53.1pp |
| Annual return | 15.52% | 53.62%-38.1pp | 321.24%-305.7pp | 34.64%-19.1pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $61 | $2,122-97.1% | $4,084-98.5% | $3,080-98.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $5,098-100.0% | $3,454-100.0% |