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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 | $47,286 | $167,352-71.7% | $143,788-67.1% | $134,509-64.8% |
| Participation rate | 28.6% | 84.8%-56.2pp | 80.3%-51.7pp | 81.2%-52.7pp |
| Annual return | -18.28% | 0.47%-18.8pp | -0.03%-18.3pp | 418.13%-436.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,027 | $6,447-84.1% | $5,638-81.8% | $6,400-84.0% |
| Admin fee / account holder | $8 | $18,091-100.0% | $14,675-99.9% | $11,427-99.9% |