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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 | $44,489 | $127,387-65.1% | $115,038-61.3% | $125,389-64.5% |
| Participation rate | 46.2% | 84.2%-38.0pp | 81.4%-35.2pp | 83.2%-37.0pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,838 | $6,423-71.4% | $6,026-69.5% | $5,352-65.6% |
| Admin fee / account holder | $48 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |