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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 | $15,240 | $73,863-79.4% | $143,797-89.4% | $68,490-77.7% |
| Participation rate | 50.7% | 66.7%-15.9pp | 80.3%-29.6pp | 67.9%-17.2pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $215 | $3,185-93.3% | $4,952-95.7% | $2,597-91.7% |
| Participant deferral / active EE | $484 | $3,385-85.7% | $5,638-91.4% | $4,028-88.0% |
| Admin fee / account holder | $38 | $5,756-99.3% | $14,679-99.7% | $5,403-99.3% |