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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 | $58,241-88.6% | $81,780-91.9% | $80,911-91.8% |
| Participation rate | 2.4% | 63.4%-61.1pp | 72.4%-70.0pp | 67.6%-65.3pp |
| Annual return | 0.00% | 41.73%-41.7pp | 776.27%-776.3pp | 35.63%-35.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $151 | $3,283-95.4% | $4,321-96.5% | $4,297-96.5% |
| Admin fee / account holder | $10 | $4,973-99.8% | $7,384-99.9% | $6,935-99.9% |