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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 | $25,977 | $43,749-40.6% | $158,223-83.6% | $65,306-60.2% |
| Participation rate | 20.2% | 56.9%-36.7pp | 79.2%-59.0pp | 57.7%-37.5pp |
| Annual return | 0.00% | 19.41%-19.4pp | 52.09%-52.1pp | 21.94%-21.9pp |
| Employer contribution / active EE | $52 | $1,497-96.6% | $4,109-98.7% | $1,967-97.4% |
| Participant deferral / active EE | $290 | $2,019-85.7% | $5,467-94.7% | $2,959-90.2% |
| Admin fee / account holder | $67 | $1,930-96.5% | $16,047-99.6% | $3,480-98.1% |