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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 | $59,382 | $58,726+1.1% | $142,898-58.4% | $85,851-30.8% |
| Participation rate | 2.1% | 58.5%-56.4pp | 72.0%-69.8pp | 69.3%-67.2pp |
| Annual return | 0.00% | 27.73%-27.7pp | 5639.64%-5639.6pp | 318.63%-318.6pp |
| Employer contribution / active EE | $8 | $1,424-99.4% | $4,146-99.8% | $2,565-99.7% |
| Participant deferral / active EE | $18 | $2,609-99.3% | $3,838-99.5% | $3,952-99.5% |
| Admin fee / account holder | $0 | $4,234-100.0% | $6,560-100.0% | $6,261-100.0% |