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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 | $31,008 | $82,028-62.2% | $123,105-74.8% | $59,633-48.0% |
| Participation rate | 25.4% | 83.2%-57.8pp | 86.8%-61.4pp | 68.7%-43.3pp |
| Annual return | 0.00% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $474 | $3,297-85.6% | $5,151-90.8% | $2,203-78.5% |
| Participant deferral / active EE | $889 | $4,667-80.9% | $6,229-85.7% | $3,192-72.1% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |