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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 | $43,344 | $63,138-31.4% | $96,570-55.1% | - |
| Participation rate | 1.0% | 51.5%-50.5pp | 69.8%-68.8pp | - |
| Annual return | 10.78% | 9.15%+1.6pp | 37.79%-27.0pp | - |
| Employer contribution / active EE | $44 | $927-95.3% | $2,357-98.1% | - |
| Participant deferral / active EE | $103 | $2,358-95.6% | $3,849-97.3% | - |
| Admin fee / account holder | $0 | $3,542-100.0% | $6,182-100.0% | - |