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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 | $32,151 | $75,832-57.6% | $147,618-78.2% | $59,633-46.1% |
| Participation rate | 37.0% | 71.6%-34.5pp | 84.6%-47.6pp | 68.7%-31.6pp |
| Annual return | -0.48% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $297 | $3,485-91.5% | $5,565-94.7% | $2,203-86.5% |
| Participant deferral / active EE | $333 | $3,131-89.4% | $4,895-93.2% | $3,192-89.6% |
| Admin fee / account holder | $262 | $5,986-95.6% | $11,612-97.7% | $4,297-93.9% |