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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 | $27,584 | $97,732-71.8% | $83,831-67.1% | $135,380-79.6% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -0.83% | 1287.56%-1288.4pp | 850.99%-851.8pp | 519.81%-520.6pp |
| Employer contribution / active EE | $426 | $4,222-89.9% | $3,631-88.3% | $4,779-91.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44 | $6,675-99.3% | $5,479-99.2% | $10,828-99.6% |