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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 | $45,629 | $52,911-13.8% | $73,309-37.8% | $59,633-23.5% |
| Participation rate | 62.9% | 68.2%-5.4pp | 74.9%-12.1pp | 68.7%-5.8pp |
| Annual return | -0.64% | 12.20%-12.8pp | 5.67%-6.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,184 | $4,069-70.9% | $4,991-76.3% | $3,192-62.9% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |