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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 | $60,871 | $44,103+38.0% | $75,826-19.7% | $64,173-5.1% |
| Participation rate | 16.3% | 62.7%-46.5pp | 68.2%-51.9pp | 69.6%-53.3pp |
| Annual return | -2.65% | -4.72%+2.1pp | 1914.15%-1916.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $401 | $2,204-81.8% | $2,862-86.0% | $3,470-88.4% |
| Admin fee / account holder | $0 | $3,506-100.0% | $4,726-100.0% | $4,887-100.0% |