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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 | $13,274 | $75,962-82.5% | $154,108-91.4% | $64,173-79.3% |
| Participation rate | 25.5% | 70.4%-45.0pp | 83.0%-57.6pp | 69.6%-44.1pp |
| Annual return | -4.18% | 30.32%-34.5pp | 735.21%-739.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $266 | $3,350-92.0% | $5,298-95.0% | $2,381-88.8% |
| Participant deferral / active EE | $351 | $3,175-88.9% | $5,081-93.1% | $3,470-89.9% |
| Admin fee / account holder | $83 | $5,589-98.5% | $13,411-99.4% | $4,887-98.3% |