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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 | $16,698 | $46,360-64.0% | $147,617-88.7% | $52,331-68.1% |
| Participation rate | 21.4% | 64.9%-43.5pp | 84.6%-63.2pp | 68.1%-46.7pp |
| Annual return | -0.94% | 1.62%-2.6pp | 61.98%-62.9pp | 4.54%-5.5pp |
| Employer contribution / active EE | $43 | $2,126-98.0% | $5,564-99.2% | $1,882-97.7% |
| Participant deferral / active EE | $327 | $2,258-85.5% | $4,895-93.3% | $3,022-89.2% |
| Admin fee / account holder | $131 | $766-82.9% | $11,612-98.9% | $592-77.9% |