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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 | $76,010 | $117,895-35.5% | $102,460-25.8% | $145,897-47.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 0.00% | 31.92%-31.9pp | 29.47%-29.5pp | 552.29%-552.3pp |
| Employer contribution / active EE | $328 | $3,619-90.9% | $3,025-89.2% | $4,663-93.0% |
| Participant deferral / active EE | $610 | $5,736-89.4% | $5,056-87.9% | $6,689-90.9% |
| Admin fee / account holder | $160 | $13,353-98.8% | $9,460-98.3% | $13,390-98.8% |