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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 | $49,451 | $67,372-26.6% | $60,906-18.8% | $134,532-63.2% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.1%-53.1pp | 81.2%-61.2pp |
| Annual return | -18.52% | 50.05%-68.6pp | 16.94%-35.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $134 | $3,099-95.7% | $2,703-95.0% | $4,741-97.2% |
| Participant deferral / active EE | $134 | $4,532-97.0% | $3,814-96.5% | $6,401-97.9% |
| Admin fee / account holder | $15 | $4,588-99.7% | $3,227-99.5% | $11,429-99.9% |