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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 | $48,635 | $168,635-71.2% | $147,617-67.1% | $125,389-61.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -0.80% | 77.65%-78.4pp | 61.98%-62.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $167 | $6,252-97.3% | $5,564-97.0% | $4,866-96.6% |
| Participant deferral / active EE | $1,664 | $5,507-69.8% | $4,895-66.0% | $5,352-68.9% |
| Admin fee / account holder | $18 | $13,580-99.9% | $11,612-99.8% | $9,541-99.8% |