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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 | $39,230 | $47,977-18.2% | $154,108-74.5% | $56,289-30.3% |
| Participation rate | 5.9% | 66.2%-60.3pp | 83.0%-77.2pp | 69.9%-64.0pp |
| Annual return | -6.15% | 3.54%-9.7pp | 735.21%-741.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $272 | $2,392-88.6% | $5,081-94.6% | $3,350-91.9% |
| Admin fee / account holder | $46 | $438-89.5% | $13,411-99.7% | $521-91.2% |