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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 | $76,407-64.6% | $150,298-82.0% | $82,448-67.2% |
| Participation rate | 51.2% | 66.4%-15.2pp | 77.8%-26.6pp | 68.1%-16.9pp |
| Annual return | 0.00% | 39.99%-40.0pp | 62.79%-62.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $563 | $3,214-82.5% | $5,453-89.7% | $4,139-86.4% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |