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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 | $62,101 | $112,729-44.9% | $98,716-37.1% | $137,256-54.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 0.00% | 38.48%-38.5pp | 31.81%-31.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $71 | $2,725-97.4% | $2,279-96.9% | $4,156-98.3% |
| Participant deferral / active EE | $71 | $4,640-98.5% | $4,048-98.2% | $6,407-98.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |