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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 | $37,950 | $76,696-50.5% | $96,515-60.7% | $71,511-46.9% |
| Participation rate | 1.4% | 66.6%-65.2pp | 74.3%-73.0pp | 67.9%-66.5pp |
| Annual return | 0.00% | 48.32%-48.3pp | 35.73%-35.7pp | 28.86%-28.9pp |
| Employer contribution / active EE | $164 | $3,032-94.6% | $3,740-95.6% | $2,589-93.7% |
| Participant deferral / active EE | $362 | $3,770-90.4% | $4,880-92.6% | $4,291-91.6% |
| Admin fee / account holder | $4 | $2,030-99.8% | $6,735-99.9% | $1,588-99.7% |