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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 | $20,643 | $45,152-54.3% | $73,836-72.0% | $59,633-65.4% |
| Participation rate | 15.9% | 64.0%-48.1pp | 73.4%-57.5pp | 68.7%-52.7pp |
| Annual return | -2.28% | 27.40%-29.7pp | 2268.06%-2270.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $548 | $2,573-78.7% | $3,583-84.7% | $3,192-82.8% |
| Admin fee / account holder | $74 | $3,515-97.9% | $4,882-98.5% | $4,297-98.3% |