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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 | $27,675 | $175,212-84.2% | $149,682-81.5% | $139,427-80.2% |
| Participation rate | 8.3% | 83.4%-75.1pp | 78.8%-70.4pp | 80.3%-72.0pp |
| Annual return | 0.00% | 166.63%-166.6pp | 134.35%-134.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $289 | $5,475-94.7% | $4,818-94.0% | $4,752-93.9% |
| Participant deferral / active EE | $1,875 | $6,520-71.2% | $5,681-67.0% | $6,711-72.1% |
| Admin fee / account holder | $90 | $16,150-99.4% | $13,210-99.3% | $11,404-99.2% |