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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 | $102,609-69.5% | $98,090-68.1% | $138,895-77.5% |
| Participation rate | 15.4% | 82.8%-67.4pp | 81.5%-66.2pp | 79.9%-64.5pp |
| Annual return | 0.00% | 36.44%-36.4pp | 37.05%-37.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $484 | $8,167-94.1% | $7,845-93.8% | $6,396-92.4% |
| Admin fee / account holder | $43 | $11,434-99.6% | $11,815-99.6% | $12,562-99.7% |