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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 | $53,538 | $75,832-29.4% | $147,618-63.7% | $59,633-10.2% |
| Participation rate | 9.4% | 71.6%-62.2pp | 84.6%-75.2pp | 68.7%-59.3pp |
| Annual return | -0.68% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $550 | $3,131-82.4% | $4,895-88.8% | $3,192-82.8% |
| Admin fee / account holder | $69 | $5,986-98.8% | $11,612-99.4% | $4,297-98.4% |