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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 | $104,953-88.7% | $84,637-85.9% | $152,909-92.2% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 0.00% | 373.94%-373.9pp | 258.82%-258.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $221 | $3,304-93.3% | $2,653-91.7% | $4,764-95.4% |
| Participant deferral / active EE | $221 | $4,691-95.3% | $3,900-94.3% | $5,851-96.2% |
| Admin fee / account holder | $12 | $6,244-99.8% | $4,914-99.8% | $11,601-99.9% |