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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 | $21,020 | $167,362-87.4% | $143,799-85.4% | $134,532-84.4% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $306 | $5,620-94.5% | $4,952-93.8% | $4,741-93.5% |
| Participant deferral / active EE | $473 | $6,447-92.7% | $5,638-91.6% | $6,401-92.6% |
| Admin fee / account holder | $44 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |