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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 | $13,320 | $75,962-82.5% | $154,111-91.4% | $64,173-79.2% |
| Participation rate | 38.7% | 70.4%-31.7pp | 83.0%-44.3pp | 69.6%-30.9pp |
| Annual return | -3.97% | 30.32%-34.3pp | 735.18%-739.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $339 | $3,350-89.9% | $5,298-93.6% | $2,381-85.8% |
| Participant deferral / active EE | $677 | $3,175-78.7% | $5,081-86.7% | $3,470-80.5% |
| Admin fee / account holder | $236 | $5,589-95.8% | $13,411-98.2% | $4,887-95.2% |