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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 | $21,600 | $56,134-61.5% | $96,171-77.5% | $85,847-74.8% |
| Participation rate | 3.7% | 56.7%-53.0pp | 68.4%-64.7pp | 69.3%-65.6pp |
| Annual return | 0.00% | 42.30%-42.3pp | 192.04%-192.0pp | 318.61%-318.6pp |
| Employer contribution / active EE | $81 | $1,620-95.0% | $2,799-97.1% | $2,565-96.9% |
| Participant deferral / active EE | $722 | $2,858-74.7% | $4,350-83.4% | $3,952-81.7% |
| Admin fee / account holder | $12 | $3,769-99.7% | $5,538-99.8% | $6,261-99.8% |