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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 | $89,707 | $90,590-1.0% | $90,782-1.2% | $135,379-33.7% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.7%-16.0pp | 82.6%-16.0pp |
| Annual return | -6.16% | -3.40%-2.8pp | -3.42%-2.7pp | 519.79%-526.0pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $333 | $5,407-93.8% | $5,366-93.8% | $5,609-94.1% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |