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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 | $13,502 | $55,472-75.7% | $155,567-91.3% | $74,546-81.9% |
| Participation rate | 11.5% | 61.9%-50.4pp | 78.2%-66.7pp | 67.2%-55.7pp |
| Annual return | 0.00% | 268.72%-268.7pp | 64.74%-64.7pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $184 | $2,838-93.5% | $5,628-96.7% | $4,347-95.8% |
| Admin fee / account holder | $73 | $1,743-95.8% | $15,916-99.5% | $1,944-96.2% |