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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 | $44,724 | $226,135-80.2% | $182,558-75.5% | $152,909-70.8% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.0%-49.4pp | 82.5%-53.9pp |
| Annual return | 0.00% | 192.60%-192.6pp | 148.59%-148.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $165 | $6,371-97.4% | $5,526-97.0% | $5,851-97.2% |
| Admin fee / account holder | $25 | $10,707-99.8% | $8,594-99.7% | $11,601-99.8% |