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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 | $32,740 | $64,311-49.1% | $57,356-42.9% | $125,389-73.9% |
| Participation rate | 65.2% | 78.6%-13.4pp | 75.1%-9.9pp | 83.2%-18.0pp |
| Annual return | 0.00% | 25.14%-25.1pp | 24.41%-24.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $233 | $3,193-92.7% | $2,689-91.3% | $4,866-95.2% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $294 | $5,243-94.4% | $3,357-91.2% | $9,541-96.9% |