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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 | $26,100 | $75,832-65.6% | $147,617-82.3% | $59,633-56.2% |
| Participation rate | 20.0% | 71.6%-51.6pp | 84.6%-64.6pp | 68.7%-48.7pp |
| Annual return | -2.26% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $152 | $3,485-95.6% | $5,564-97.3% | $2,203-93.1% |
| Participant deferral / active EE | $326 | $3,131-89.6% | $4,895-93.3% | $3,192-89.8% |
| Admin fee / account holder | $211 | $5,986-96.5% | $11,612-98.2% | $4,297-95.1% |