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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 | $17,869 | $99,668-82.1% | $86,451-79.3% | $134,545-86.7% |
| Participation rate | 20.0% | 82.1%-62.1pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -6.15% | 6789.61%-6795.8pp | 4398.51%-4404.7pp | 418.37%-424.5pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $54 | $8,377-99.4% | $6,734-99.2% | $11,431-99.5% |