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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 | $11,084 | $88,702-87.5% | $81,780-86.4% | $145,978-92.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 0.00% | 1029.12%-1029.1pp | 776.27%-776.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $201 | $4,645-95.7% | $4,321-95.3% | $6,690-97.0% |
| Admin fee / account holder | $43 | $8,414-99.5% | $7,384-99.4% | $13,400-99.7% |