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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 | $20,932 | $110,337-81.0% | $102,383-79.6% | $145,877-85.7% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 0.00% | 24.83%-24.8pp | 24.94%-24.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $334 | $5,621-94.1% | $5,060-93.4% | $6,691-95.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |