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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 | $150,207-44.2% | $120,380-30.4% | $145,978-42.6% |
| Participation rate | 26.3% | 78.8%-52.5pp | 71.9%-45.6pp | 80.3%-54.0pp |
| Annual return | 0.00% | 154.28%-154.3pp | 107.28%-107.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $283 | $4,351-93.5% | $3,465-91.8% | $4,662-93.9% |
| Participant deferral / active EE | $1,150 | $6,175-81.4% | $4,992-77.0% | $6,690-82.8% |
| Admin fee / account holder | $274 | $12,203-97.8% | $9,421-97.1% | $13,400-98.0% |