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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 | $24,388 | $89,259-72.7% | $107,187-77.2% | $82,637-70.5% |
| Participation rate | 48.6% | 67.9%-19.3pp | 75.0%-26.4pp | 68.1%-19.4pp |
| Annual return | 0.00% | 21.02%-21.0pp | 204.55%-204.5pp | 53.51%-53.5pp |
| Employer contribution / active EE | $771 | $3,080-75.0% | $3,782-79.6% | $2,552-69.8% |
| Participant deferral / active EE | $1,406 | $4,037-65.2% | $5,096-72.4% | $4,126-65.9% |
| Admin fee / account holder | $107 | $7,381-98.6% | $9,162-98.8% | $7,339-98.5% |