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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 | $10,461 | $109,830-90.5% | $98,452-89.4% | $167,497-93.8% |
| Participation rate | 30.4% | 75.8%-45.4pp | 73.3%-42.9pp | 82.1%-51.7pp |
| Annual return | 0.00% | 1957.04%-1957.0pp | 1492.96%-1493.0pp | 478.62%-478.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $6,751-100.0% | $5,948-100.0% | $12,310-100.0% |