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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 | $60,853 | $90,486-32.7% | $78,676-22.7% | $273,972-77.8% |
| Participation rate | 11.1% | 76.5%-65.4pp | 73.6%-62.5pp | 83.0%-71.9pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $20 | $3,901-99.5% | $3,517-99.4% | $5,287-99.6% |
| Admin fee / account holder | $21 | $5,263-99.6% | $4,510-99.5% | $10,133-99.8% |