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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 | $29,481 | $102,393-71.2% | $147,041-80.0% | $80,911-63.6% |
| Participation rate | 45.0% | 75.9%-30.9pp | 82.2%-37.2pp | 67.6%-22.6pp |
| Annual return | 0.00% | 134.95%-134.9pp | 419.21%-419.2pp | 35.63%-35.6pp |
| Employer contribution / active EE | $646 | $3,715-82.6% | $4,935-86.9% | $2,756-76.6% |
| Participant deferral / active EE | $1,245 | $6,647-81.3% | $8,071-84.6% | $4,297-71.0% |
| Admin fee / account holder | $102 | $7,943-98.7% | $13,006-99.2% | $6,935-98.5% |