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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 | $85,919 | $159,978-46.3% | $147,041-41.6% | $145,978-41.1% |
| Participation rate | 7.7% | 84.0%-76.3pp | 82.2%-74.5pp | 80.3%-72.6pp |
| Annual return | 0.00% | 98.36%-98.4pp | 419.21%-419.2pp | 550.52%-550.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,385 | $8,429-71.7% | $8,071-70.5% | $6,690-64.4% |
| Admin fee / account holder | $83 | $15,053-99.5% | $13,006-99.4% | $13,400-99.4% |