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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 | $6,641 | $58,311-88.6% | $81,882-91.9% | $80,959-91.8% |
| Participation rate | 2.4% | 63.5%-61.1pp | 72.4%-70.0pp | 67.7%-65.3pp |
| Annual return | 0.00% | 41.85%-41.8pp | 779.47%-779.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $151 | $3,287-95.4% | $4,323-96.5% | $4,300-96.5% |
| Admin fee / account holder | $10 | $4,752-99.8% | $7,360-99.9% | $6,925-99.9% |