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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 | $50,424 | $167,522-69.9% | $151,639-66.7% | $134,532-62.5% |
| Participation rate | 28.6% | 88.4%-59.8pp | 87.5%-58.9pp | 81.2%-52.7pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,424 | $8,986-73.0% | $8,363-71.0% | $6,401-62.1% |
| Admin fee / account holder | $225 | $13,780-98.4% | $11,613-98.1% | $11,429-98.0% |