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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 | $124,986 | $81,727+52.9% | $58,534+113.5% | $139,427-10.4% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 0.00% | 7422.38%-7422.4pp | 4248.32%-4248.3pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $1,399-100.0% | $1,054-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,711-100.0% |
| Admin fee / account holder | $25 | $3,271-99.2% | $2,519-99.0% | $11,404-99.8% |