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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 | $43,596 | $211,239-79.4% | $178,528-75.6% | $145,877-70.1% |
| Participation rate | 53.8% | 80.8%-27.0pp | 77.1%-23.3pp | 80.3%-26.5pp |
| Annual return | 0.00% | 30.22%-30.2pp | 27.11%-27.1pp | 551.28%-551.3pp |
| Employer contribution / active EE | $122 | $4,570-97.3% | $3,950-96.9% | $4,663-97.4% |
| Participant deferral / active EE | $96 | $6,963-98.6% | $6,278-98.5% | $6,691-98.6% |
| Admin fee / account holder | $10 | $12,095-99.9% | $10,419-99.9% | $13,402-99.9% |