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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 | $24,475 | $75,962-67.8% | $154,111-84.1% | $64,173-61.9% |
| Participation rate | 29.4% | 70.4%-41.0pp | 83.0%-53.6pp | 69.6%-40.2pp |
| Annual return | -7.75% | 30.32%-38.1pp | 735.18%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $338 | $3,350-89.9% | $5,298-93.6% | $2,381-85.8% |
| Participant deferral / active EE | $626 | $3,175-80.3% | $5,081-87.7% | $3,470-82.0% |
| Admin fee / account holder | $2 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |