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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 | $82,803 | $166,242-50.2% | $165,071-49.8% | $145,884-43.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 0.00% | 100.44%-100.4pp | 70.17%-70.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $781 | $5,283-85.2% | $4,347-82.0% | $4,662-83.2% |
| Participant deferral / active EE | $1,832 | $6,964-73.7% | $6,035-69.6% | $6,690-72.6% |
| Admin fee / account holder | $5 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |