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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 | $17,396 | $75,832-77.1% | $147,618-88.2% | $59,633-70.8% |
| Participation rate | 6.6% | 71.6%-65.0pp | 84.6%-78.0pp | 68.7%-62.1pp |
| Annual return | 0.82% | 0.37%+0.5pp | 61.98%-61.2pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $47 | $3,131-98.5% | $4,895-99.0% | $3,192-98.5% |
| Admin fee / account holder | $99 | $5,986-98.4% | $11,612-99.2% | $4,297-97.7% |