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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 | $91,751 | $70,430+30.3% | $96,572-5.0% | $85,851+6.9% |
| Participation rate | 40.7% | 61.8%-21.1pp | 69.8%-29.1pp | 69.3%-28.6pp |
| Annual return | 0.00% | 18.58%-18.6pp | 37.79%-37.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $3 | $1,413-99.8% | $2,357-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $44 | $2,894-98.5% | $3,850-98.8% | $3,952-98.9% |
| Admin fee / account holder | $0 | $4,996-100.0% | $6,183-100.0% | $6,261-100.0% |