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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 | $34,203 | $73,839-53.7% | $143,788-76.2% | $68,495-50.1% |
| Participation rate | 3.8% | 66.7%-62.9pp | 80.3%-76.5pp | 67.9%-64.1pp |
| Annual return | 9.08% | 1.01%+8.1pp | -0.03%+9.1pp | -7.84%+16.9pp |
| Employer contribution / active EE | $165 | $3,184-94.8% | $4,952-96.7% | $2,596-93.6% |
| Participant deferral / active EE | $190 | $3,384-94.4% | $5,638-96.6% | $4,028-95.3% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |