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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 | $23,617 | $49,255-52.1% | $70,494-66.5% | $79,856-70.4% |
| Participation rate | 13.8% | 69.2%-55.4pp | 75.1%-61.3pp | 69.6%-55.8pp |
| Annual return | 0.00% | 30.10%-30.1pp | 109.16%-109.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $99 | $2,100-95.3% | $2,738-96.4% | $2,471-96.0% |
| Participant deferral / active EE | $221 | $2,768-92.0% | $3,711-94.0% | $3,741-94.1% |
| Admin fee / account holder | $39 | $2,879-98.6% | $3,848-99.0% | $5,306-99.3% |