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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 | $20,109 | $77,638-74.1% | $156,551-87.2% | $62,881-68.0% |
| Participation rate | 64.1% | 71.2%-7.1pp | 84.0%-19.9pp | 69.3%-5.2pp |
| Annual return | 0.00% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $27 | $3,444-99.2% | $5,501-99.5% | $2,281-98.8% |
| Participant deferral / active EE | $35 | $3,046-98.8% | $4,871-99.3% | $3,203-98.9% |
| Admin fee / account holder | $1 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |