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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 | $59,792 | $83,908-28.7% | $68,509-12.7% | $125,388-52.3% |
| Participation rate | 5.9% | 78.2%-72.3pp | 74.7%-68.8pp | 83.2%-77.3pp |
| Annual return | -1.83% | 14.48%-16.3pp | 8.27%-10.1pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $409 | $4,125-90.1% | $3,382-87.9% | $5,352-92.4% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |