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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 | $83,798 | $150,346-44.3% | $120,524-30.5% | $145,877-42.6% |
| Participation rate | 26.3% | 78.8%-52.5pp | 71.9%-45.6pp | 80.3%-54.0pp |
| Annual return | 0.00% | 154.40%-154.4pp | 107.36%-107.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $283 | $4,353-93.5% | $3,469-91.9% | $4,663-93.9% |
| Participant deferral / active EE | $1,150 | $6,172-81.4% | $4,994-77.0% | $6,691-82.8% |
| Admin fee / account holder | $274 | $12,215-97.8% | $9,440-97.1% | $13,402-98.0% |