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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 | $21,741 | $148,629-85.4% | $135,982-84.0% | $139,487-84.4% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 0.00% | 79.33%-79.3pp | 68.32%-68.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,230 | $8,102-84.8% | $7,760-84.2% | $6,713-81.7% |
| Admin fee / account holder | $145 | $12,406-98.8% | $10,767-98.7% | $11,407-98.7% |