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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 | $33,664 | $92,219-63.5% | $76,766-56.1% | $135,382-75.1% |
| Participation rate | 16.7% | 79.8%-63.1pp | 77.0%-60.3pp | 82.6%-66.0pp |
| Annual return | -4.29% | 5.46%-9.7pp | 2.43%-6.7pp | 519.77%-524.1pp |
| Employer contribution / active EE | $74 | $3,216-97.7% | $2,485-97.0% | $4,779-98.5% |
| Participant deferral / active EE | $188 | $4,508-95.8% | $3,851-95.1% | $5,609-96.6% |
| Admin fee / account holder | $103 | $10,749-99.0% | $6,675-98.5% | $10,829-99.0% |