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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 | $36,025 | $73,848-51.2% | $143,799-74.9% | $68,486-47.4% |
| Participation rate | 16.1% | 66.7%-50.5pp | 80.3%-64.2pp | 67.9%-51.8pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $326 | $3,184-89.7% | $4,952-93.4% | $2,597-87.4% |
| Participant deferral / active EE | $868 | $3,385-74.4% | $5,638-84.6% | $4,028-78.5% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |