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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 | $35,476 | $99,644-64.4% | $86,438-59.0% | $134,532-73.6% |
| Participation rate | 42.9% | 82.1%-39.2pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -17.27% | 6787.26%-6804.5pp | 4397.19%-4414.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $206 | $4,402-95.3% | $3,769-94.5% | $4,741-95.7% |
| Participant deferral / active EE | $707 | $7,247-90.2% | $6,952-89.8% | $6,401-89.0% |
| Admin fee / account holder | $212 | $8,375-97.5% | $6,733-96.8% | $11,429-98.1% |