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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 | $54,575 | $167,362-67.4% | $143,799-62.0% | $134,532-59.4% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -8.49% | 0.47%-9.0pp | -0.04%-8.4pp | 418.27%-426.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,236 | $6,447-80.8% | $5,638-78.1% | $6,401-80.7% |
| Admin fee / account holder | $6 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |