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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 | $10,110 | $49,976-79.8% | $66,674-84.8% | $82,637-87.8% |
| Participation rate | 0.0% | 63.1%-63.1pp | 73.7%-73.7pp | 68.1%-68.1pp |
| Annual return | 19.00% | 39.09%-20.1pp | 321.24%-302.2pp | 53.51%-34.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $0 | $2,847-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $91 | $4,594-98.0% | $5,098-98.2% | $7,339-98.8% |