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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 | $8,704 | $27,943-68.9% | $58,507-85.1% | $75,177-88.4% |
| Participation rate | 2.9% | 38.8%-36.0pp | 50.9%-48.0pp | 67.2%-64.3pp |
| Annual return | 0.00% | 44.22%-44.2pp | 4252.32%-4252.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $67 | $670-90.0% | $1,053-93.7% | $2,671-97.5% |
| Participant deferral / active EE | $167 | $1,202-86.1% | $1,922-91.3% | $4,126-95.9% |
| Admin fee / account holder | $38 | $1,727-97.8% | $2,486-98.5% | $5,651-99.3% |