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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 | $4,310 | $88,815-95.1% | $81,882-94.7% | $145,897-97.0% |
| Participation rate | 18.8% | 75.1%-56.3pp | 72.4%-53.6pp | 80.3%-61.6pp |
| Annual return | 0.00% | 1033.75%-1033.7pp | 779.47%-779.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $380 | $4,647-91.8% | $4,323-91.2% | $6,689-94.3% |
| Admin fee / account holder | $13 | $8,434-99.8% | $7,360-99.8% | $13,390-99.9% |