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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 | $29,522 | $56,197-47.5% | $67,652-56.4% | $59,633-50.5% |
| Participation rate | 62.7% | 71.5%-8.8pp | 75.7%-13.0pp | 68.7%-6.0pp |
| Annual return | 0.45% | 18508.10%-18507.6pp | 6625.40%-6624.9pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $13 | $1,615-99.2% | $2,266-99.4% | $2,203-99.4% |
| Participant deferral / active EE | $1,105 | $2,844-61.1% | $3,560-69.0% | $3,192-65.4% |
| Admin fee / account holder | $70 | $3,958-98.2% | $4,821-98.6% | $4,297-98.4% |