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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 | $94,621 | $92,219+2.6% | $76,767+23.3% | $135,380-30.1% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -6.78% | 5.46%-12.2pp | 2.43%-9.2pp | 519.81%-526.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,343 | $4,508-70.2% | $3,852-65.1% | $5,609-76.1% |
| Admin fee / account holder | $125 | $10,749-98.8% | $6,675-98.1% | $10,828-98.8% |