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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 | $21,088 | $75,832-72.2% | $147,617-85.7% | $59,633-64.6% |
| Participation rate | 27.9% | 71.6%-43.7pp | 84.6%-56.8pp | 68.7%-40.8pp |
| Annual return | -2.69% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $212 | $3,485-93.9% | $5,564-96.2% | $2,203-90.4% |
| Participant deferral / active EE | $559 | $3,131-82.1% | $4,895-88.6% | $3,192-82.5% |
| Admin fee / account holder | $79 | $5,986-98.7% | $11,612-99.3% | $4,297-98.2% |