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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 | $24,901 | $105,867-76.5% | $90,760-72.6% | $134,532-81.5% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | 112.60% | -10.99%+123.6pp | -12.16%+124.8pp | 418.27%-305.7pp |
| Employer contribution / active EE | $594 | $3,464-82.8% | $2,922-79.7% | $4,741-87.5% |
| Participant deferral / active EE | $1,264 | $5,217-75.8% | $4,565-72.3% | $6,401-80.3% |
| Admin fee / account holder | $152 | $13,936-98.9% | $8,444-98.2% | $11,429-98.7% |