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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 | $28,430 | $75,959-62.6% | $154,114-81.6% | $64,181-55.7% |
| Participation rate | 53.2% | 70.4%-17.2pp | 83.0%-29.8pp | 69.6%-16.3pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.16%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $263 | $3,350-92.2% | $5,298-95.0% | $2,381-89.0% |
| Participant deferral / active EE | $263 | $3,175-91.7% | $5,081-94.8% | $3,470-92.4% |
| Admin fee / account holder | $7 | $5,589-99.9% | $13,411-99.9% | $4,887-99.9% |