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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 | $20,766 | $92,766-77.6% | $82,763-74.9% | $134,545-84.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $165 | $3,273-95.0% | $3,008-94.5% | $4,742-96.5% |
| Participant deferral / active EE | $313 | $4,802-93.5% | $4,395-92.9% | $6,401-95.1% |
| Admin fee / account holder | $39 | $5,978-99.3% | $5,325-99.3% | $11,431-99.7% |