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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 | $32,985 | $78,694-58.1% | $67,653-51.2% | $125,388-73.7% |
| Participation rate | 41.7% | 78.8%-37.1pp | 75.7%-34.0pp | 83.2%-41.5pp |
| Annual return | -1.34% | 9.46%-10.8pp | 6625.22%-6626.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $297 | $3,044-90.3% | $2,266-86.9% | $4,866-93.9% |
| Participant deferral / active EE | $406 | $4,292-90.5% | $3,560-88.6% | $5,352-92.4% |
| Admin fee / account holder | $225 | $7,403-97.0% | $4,821-95.3% | $9,541-97.6% |