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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 | $38,621 | $75,962-49.2% | $154,108-74.9% | $64,173-39.8% |
| Participation rate | 10.5% | 70.4%-60.0pp | 83.0%-72.6pp | 69.6%-59.1pp |
| Annual return | -2.27% | 30.32%-32.6pp | 735.21%-737.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $237 | $3,175-92.5% | $5,081-95.3% | $3,470-93.2% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |