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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 | $20,389 | $167,352-87.8% | $143,788-85.8% | $134,509-84.8% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -14.95% | 0.47%-15.4pp | -0.03%-14.9pp | 418.13%-433.1pp |
| Employer contribution / active EE | $599 | $5,620-89.3% | $4,952-87.9% | $4,741-87.4% |
| Participant deferral / active EE | $1,823 | $6,447-71.7% | $5,638-67.7% | $6,400-71.5% |
| Admin fee / account holder | $38 | $18,091-99.8% | $14,675-99.7% | $11,427-99.7% |