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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 | $7,082 | $33,223-78.7% | - | $75,181-90.6% |
| Participation rate | 3.9% | 53.4%-49.5pp | - | 67.2%-63.3pp |
| Annual return | 0.00% | 25.21%-25.2pp | - | 160.69%-160.7pp |
| Employer contribution / active EE | $98 | $1,854-94.7% | - | $2,671-96.3% |
| Participant deferral / active EE | $164 | $2,301-92.9% | - | $4,126-96.0% |
| Admin fee / account holder | $84 | $3,239-97.4% | - | $5,650-98.5% |