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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 | $30,525 | $157,276-80.6% | $141,177-78.4% | $152,885-80.0% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $658 | $5,262-87.5% | $4,736-86.1% | $4,763-86.2% |
| Participant deferral / active EE | $641 | $7,110-91.0% | $6,710-90.4% | $5,851-89.0% |
| Admin fee / account holder | $17 | $12,123-99.9% | $10,263-99.8% | $11,598-99.9% |