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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 | $23,412 | $45,152-48.1% | $73,835-68.3% | $59,633-60.7% |
| Participation rate | 19.2% | 64.0%-44.8pp | 73.4%-54.2pp | 68.7%-49.4pp |
| Annual return | -2.19% | 27.40%-29.6pp | 2268.13%-2270.3pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $15 | $1,901-99.2% | $2,788-99.4% | $2,203-99.3% |
| Participant deferral / active EE | $390 | $2,573-84.8% | $3,583-89.1% | $3,192-87.8% |
| Admin fee / account holder | $171 | $3,515-95.1% | $4,880-96.5% | $4,297-96.0% |