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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 | $31,259 | $217,432-85.6% | $185,849-83.2% | $167,536-81.3% |
| Participation rate | 30.8% | 86.1%-55.3pp | 81.7%-50.9pp | 82.1%-51.3pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $415 | $5,875-92.9% | $5,169-92.0% | $4,839-91.4% |
| Participant deferral / active EE | $2,179 | $6,357-65.7% | $5,569-60.9% | $6,342-65.6% |
| Admin fee / account holder | $124 | $19,818-99.4% | $16,244-99.2% | $12,315-99.0% |