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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 | $76,102 | $39,798+91.2% | $67,704+12.4% | $59,633+27.6% |
| Participation rate | 2.2% | 57.4%-55.1pp | 67.5%-65.3pp | 68.7%-66.4pp |
| Annual return | -0.38% | 89.94%-90.3pp | 25.41%-25.8pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $178 | $2,335-92.4% | $3,585-95.0% | $3,192-94.4% |
| Admin fee / account holder | $0 | $3,212-100.0% | $4,255-100.0% | $4,297-100.0% |