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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 | $44,259 | $52,519-15.7% | $155,789-71.6% | $59,633-25.8% |
| Participation rate | 23.1% | 61.7%-38.6pp | 76.1%-53.0pp | 68.7%-45.6pp |
| Annual return | -2.12% | 53.51%-55.6pp | 71.54%-73.7pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $502 | $3,084-83.7% | $4,798-89.5% | $3,192-84.3% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |