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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 | $50,534 | $27,936+80.9% | $58,561-13.7% | $75,173-32.8% |
| Participation rate | 18.4% | 38.8%-20.4pp | 50.9%-32.4pp | 67.2%-48.8pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $9 | $670-98.6% | $1,053-99.1% | $2,671-99.7% |
| Participant deferral / active EE | $27 | $1,202-97.7% | $1,923-98.6% | $4,126-99.3% |
| Admin fee / account holder | $115 | $1,727-93.3% | $2,520-95.4% | $5,651-98.0% |