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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 | $32,808 | $84,518-61.2% | $67,704-51.5% | $125,389-73.8% |
| Participation rate | 23.1% | 74.8%-51.7pp | 67.5%-44.4pp | 83.2%-60.1pp |
| Annual return | -1.38% | 2.57%-4.0pp | 25.41%-26.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $77 | $3,292-97.7% | $2,559-97.0% | $4,866-98.4% |
| Participant deferral / active EE | $77 | $4,430-98.3% | $3,585-97.9% | $5,352-98.6% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |