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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 | $57,371 | $104,116-44.9% | $71,089-19.3% | $135,380-57.6% |
| Participation rate | 53.8% | 65.7%-11.8pp | 54.6%-0.8pp | 82.6%-28.8pp |
| Annual return | 0.59% | 1256.51%-1255.9pp | 650.65%-650.1pp | 519.81%-519.2pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |