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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 | $12,773 | $39,028-67.3% | $80,741-84.2% | $85,847-85.1% |
| Participation rate | 42.9% | 41.6%+1.3pp | 54.2%-11.3pp | 69.3%-26.5pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $17 | $722-97.6% | $1,160-98.5% | $2,565-99.3% |
| Participant deferral / active EE | $181 | $1,326-86.4% | $2,145-91.6% | $3,952-95.4% |
| Admin fee / account holder | $29 | $2,429-98.8% | $3,380-99.1% | $6,261-99.5% |