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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 | $8,482 | $109,904-92.3% | $97,167-91.3% | $145,959-94.2% |
| Participation rate | 42.1% | 75.9%-33.8pp | 72.7%-30.6pp | 80.3%-38.2pp |
| Annual return | 0.00% | 243.43%-243.4pp | 75.27%-75.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $230 | $4,676-95.1% | $4,264-94.6% | $6,689-96.6% |
| Admin fee / account holder | $94 | $6,216-98.5% | $5,650-98.3% | $13,398-99.3% |