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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 | $43,877 | $86,705-49.4% | $73,309-40.1% | $125,393-65.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 74.9%-12.4pp | 83.2%-20.7pp |
| Annual return | -0.79% | 2.78%-3.6pp | 5.67%-6.5pp | 282.23%-283.0pp |
| Employer contribution / active EE | $255 | $4,152-93.9% | $3,237-92.1% | $4,866-94.8% |
| Participant deferral / active EE | $776 | $5,549-86.0% | $4,991-84.4% | $5,351-85.5% |
| Admin fee / account holder | $0 | $7,772-100.0% | $5,637-100.0% | $9,541-100.0% |