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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 | $59,957 | $85,790-30.1% | $67,313-10.9% | $135,379-55.7% |
| Participation rate | 29.4% | 76.5%-47.1pp | 69.1%-39.7pp | 82.6%-53.2pp |
| Annual return | -5.54% | -0.54%-5.0pp | -4.08%-1.5pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $915 | $4,651-80.3% | $3,568-74.4% | $5,609-83.7% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |