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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 | $31,316 | $97,289-67.8% | $92,805-66.3% | $155,188-79.8% |
| Participation rate | 15.4% | 84.2%-68.8pp | 83.5%-68.1pp | 80.8%-65.4pp |
| Annual return | 0.00% | 29.03%-29.0pp | 31.59%-31.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $484 | $8,795-94.5% | $8,448-94.3% | $6,531-92.6% |
| Admin fee / account holder | $43 | $12,015-99.6% | $10,911-99.6% | $14,480-99.7% |