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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 | $14,994 | $45,152-66.8% | $73,836-79.7% | $59,633-74.9% |
| Participation rate | 44.8% | 64.0%-19.2pp | 73.4%-28.6pp | 68.7%-23.8pp |
| Annual return | -0.76% | 27.40%-28.2pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $89 | $1,901-95.3% | $2,787-96.8% | $2,203-96.0% |
| Participant deferral / active EE | $389 | $2,573-84.9% | $3,583-89.1% | $3,192-87.8% |
| Admin fee / account holder | $248 | $3,515-92.9% | $4,882-94.9% | $4,297-94.2% |