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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 | $10,109 | $77,901-87.0% | $149,717-93.2% | $75,181-86.6% |
| Participation rate | 19.0% | 65.6%-46.5pp | 78.8%-59.7pp | 67.2%-48.2pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.41%-134.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $214 | $3,137-93.2% | $4,820-95.6% | $2,671-92.0% |
| Participant deferral / active EE | $348 | $3,411-89.8% | $5,682-93.9% | $4,126-91.6% |
| Admin fee / account holder | $160 | $5,949-97.3% | $13,213-98.8% | $5,650-97.2% |