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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 | $29,264 | $45,152-35.2% | $73,835-60.4% | $59,633-50.9% |
| Participation rate | 13.2% | 64.0%-50.8pp | 73.4%-60.2pp | 68.7%-55.5pp |
| Annual return | -1.21% | 27.40%-28.6pp | 2268.13%-2269.3pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $419 | $2,573-83.7% | $3,583-88.3% | $3,192-86.9% |
| Admin fee / account holder | $8 | $3,515-99.8% | $4,880-99.8% | $4,297-99.8% |