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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 | $39,381 | $44,850-12.2% | $60,547-35.0% | $59,633-34.0% |
| Participation rate | 5.0% | 59.5%-54.5pp | 68.0%-63.0pp | 68.7%-63.7pp |
| Annual return | -2.22% | 1074.14%-1076.4pp | 335.64%-337.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $287 | $2,230-87.1% | $3,328-91.4% | $3,192-91.0% |
| Admin fee / account holder | $0 | $3,635-100.0% | $4,536-100.0% | $4,297-100.0% |