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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 | $30,261 | $95,917-68.5% | $79,583-62.0% | $134,545-77.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -20.45% | -2.70%-17.8pp | 0.16%-20.6pp | 418.37%-438.8pp |
| Employer contribution / active EE | $475 | $3,129-84.8% | $2,414-80.3% | $4,742-90.0% |
| Participant deferral / active EE | $345 | $4,694-92.7% | $3,986-91.3% | $6,401-94.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |