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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 | $20,789 | $50,902-59.2% | $155,534-86.6% | $77,736-73.3% |
| Participation rate | 1.8% | 63.1%-61.3pp | 78.2%-76.4pp | 70.6%-68.8pp |
| Annual return | 0.00% | 34.85%-34.8pp | 64.92%-64.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $45 | $2,824-98.4% | $5,630-99.2% | $4,651-99.0% |
| Admin fee / account holder | $35 | $437-92.0% | $15,900-99.8% | $433-92.0% |