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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 | $46,203 | $107,368-57.0% | $92,915-50.3% | $152,909-69.8% |
| Participation rate | 54.5% | 79.8%-25.2pp | 76.0%-21.5pp | 82.5%-27.9pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $449 | $4,222-89.4% | $3,653-87.7% | $4,764-90.6% |
| Participant deferral / active EE | $472 | $4,848-90.3% | $4,238-88.9% | $5,851-91.9% |
| Admin fee / account holder | $31 | $7,082-99.6% | $5,796-99.5% | $11,601-99.7% |