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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 | $30,271 | $90,614-66.6% | $76,089-60.2% | $145,877-79.2% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 0.00% | 623.80%-623.8pp | 360.94%-360.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $98 | $3,324-97.1% | $2,690-96.4% | $4,663-97.9% |
| Participant deferral / active EE | $198 | $5,168-96.2% | $4,259-95.4% | $6,691-97.0% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |