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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 | $29,910 | $82,630-63.8% | $64,105-53.3% | $125,389-76.1% |
| Participation rate | 26.7% | 75.9%-49.2pp | 68.2%-41.5pp | 83.2%-56.5pp |
| Annual return | -1.75% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $559 | $3,608-84.5% | $2,822-80.2% | $5,352-89.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |