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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 | $39,972 | $78,428-49.0% | $95,960-58.3% | $79,852-49.9% |
| Participation rate | 3.8% | 73.5%-69.6pp | 77.1%-73.2pp | 69.6%-65.8pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.63%-91.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,313 | $3,440-61.8% | $4,167-68.5% | $3,740-64.9% |
| Admin fee / account holder | $300 | $5,622-94.7% | $6,797-95.6% | $5,306-94.4% |