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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 | $15,827 | $45,152-64.9% | $73,836-78.6% | $59,633-73.5% |
| Participation rate | 8.8% | 64.0%-55.2pp | 73.4%-64.6pp | 68.7%-59.8pp |
| Annual return | -2.42% | 27.40%-29.8pp | 2268.06%-2270.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $292 | $2,573-88.7% | $3,583-91.9% | $3,192-90.9% |
| Admin fee / account holder | $36 | $3,515-99.0% | $4,882-99.3% | $4,297-99.2% |