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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 | $48,832 | $97,729-50.0% | $83,830-41.7% | $135,379-63.9% |
| Participation rate | 25.0% | 80.0%-55.0pp | 76.1%-51.1pp | 82.6%-57.6pp |
| Annual return | -5.27% | 1287.52%-1292.8pp | 850.97%-856.2pp | 519.79%-525.1pp |
| Employer contribution / active EE | $20 | $4,222-99.5% | $3,631-99.4% | $4,779-99.6% |
| Participant deferral / active EE | $125 | $4,683-97.3% | $4,082-96.9% | $5,609-97.8% |
| Admin fee / account holder | $191 | $6,674-97.1% | $5,479-96.5% | $10,828-98.2% |