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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 | $34,366 | $167,362-79.5% | $143,799-76.1% | $134,532-74.5% |
| Participation rate | 21.4% | 84.8%-63.4pp | 80.3%-58.9pp | 81.2%-59.8pp |
| Annual return | -16.18% | 0.47%-16.7pp | -0.04%-16.1pp | 418.27%-434.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,666 | $6,447-74.2% | $5,638-70.5% | $6,401-74.0% |
| Admin fee / account holder | $233 | $18,094-98.7% | $14,677-98.4% | $11,429-98.0% |