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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 | $0 | $49,239-100.0% | $70,462-100.0% | $79,858-100.0% |
| Participation rate | 9.1% | 69.2%-60.1pp | 75.1%-66.0pp | 69.6%-60.5pp |
| Annual return | 0.00% | 30.08%-30.1pp | 109.08%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $36 | $2,769-98.7% | $3,710-99.0% | $3,740-99.0% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |