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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 | $34,550 | $75,832-54.4% | $147,617-76.6% | $59,633-42.1% |
| Participation rate | 7.0% | 71.6%-64.5pp | 84.6%-77.6pp | 68.7%-61.6pp |
| Annual return | -1.48% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $47 | $3,485-98.7% | $5,564-99.2% | $2,203-97.9% |
| Participant deferral / active EE | $593 | $3,131-81.1% | $4,895-87.9% | $3,192-81.4% |
| Admin fee / account holder | $270 | $5,986-95.5% | $11,612-97.7% | $4,297-93.7% |