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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 | $37,518 | $56,197-33.2% | $67,652-44.5% | $59,633-37.1% |
| Participation rate | 12.5% | 71.5%-59.0pp | 75.7%-63.2pp | 68.7%-56.2pp |
| Annual return | -1.19% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $32 | $1,615-98.0% | $2,266-98.6% | $2,203-98.5% |
| Participant deferral / active EE | $32 | $2,844-98.9% | $3,560-99.1% | $3,192-99.0% |
| Admin fee / account holder | $70 | $3,958-98.2% | $4,821-98.6% | $4,297-98.4% |