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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 | $27,888 | $84,685-67.1% | $73,836-62.2% | $125,389-77.8% |
| Participation rate | 38.9% | 76.8%-37.9pp | 73.4%-34.6pp | 83.2%-44.3pp |
| Annual return | 0.80% | 3123.80%-3123.0pp | 2268.06%-2267.3pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $367 | $3,993-90.8% | $3,583-89.8% | $5,352-93.1% |
| Admin fee / account holder | $119 | $5,694-97.9% | $4,882-97.6% | $9,541-98.8% |