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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 | $22,899 | $57,352-60.1% | $83,831-72.7% | $64,173-64.3% |
| Participation rate | 7.5% | 68.6%-61.1pp | 76.1%-68.6pp | 69.6%-62.1pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $104 | $2,546-95.9% | $3,631-97.1% | $2,381-95.6% |
| Participant deferral / active EE | $934 | $2,993-68.8% | $4,082-77.1% | $3,470-73.1% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |