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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 | $18,420 | $75,832-75.7% | $147,617-87.5% | $59,633-69.1% |
| Participation rate | 65.2% | 71.6%-6.3pp | 84.6%-19.4pp | 68.7%-3.5pp |
| Annual return | 0.68% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $837 | $3,131-73.2% | $4,895-82.9% | $3,192-73.8% |
| Admin fee / account holder | $63 | $5,986-98.9% | $11,612-99.5% | $4,297-98.5% |