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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 | $11,909 | $104,907-88.6% | $84,610-85.9% | $152,870-92.2% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.34%-345.3pp |
| Employer contribution / active EE | $221 | $3,301-93.3% | $2,652-91.7% | $4,763-95.4% |
| Participant deferral / active EE | $221 | $4,688-95.3% | $3,899-94.3% | $5,850-96.2% |
| Admin fee / account holder | $12 | $6,241-99.8% | $4,912-99.8% | $11,597-99.9% |