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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 | $27,026 | $86,050-68.6% | $189,758-85.8% | $94,015-71.3% |
| Participation rate | 51.2% | 68.9%-17.7pp | 79.8%-28.6pp | 70.8%-19.7pp |
| Annual return | 0.00% | 17.77%-17.8pp | 52.62%-52.6pp | 17.84%-17.8pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $563 | $3,349-83.2% | $5,856-90.4% | $4,249-86.7% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |