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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 | $61,758 | $150,435-58.9% | $120,580-48.8% | $145,897-57.7% |
| Participation rate | 57.1% | 78.8%-21.7pp | 72.0%-14.8pp | 80.3%-23.2pp |
| Annual return | 0.00% | 154.60%-154.6pp | 107.48%-107.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $143 | $4,352-96.7% | $3,469-95.9% | $4,663-96.9% |
| Participant deferral / active EE | $214 | $6,174-96.5% | $4,995-95.7% | $6,689-96.8% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |