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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 | $42,531 | $72,404-41.3% | $110,243-61.4% | $64,173-33.7% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-37.0pp | 69.6%-26.7pp |
| Annual return | -6.69% | -6.29%-0.4pp | 314.76%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,487 | $3,469-57.1% | $4,672-68.2% | $3,470-57.1% |
| Admin fee / account holder | $94 | $5,664-98.3% | $8,548-98.9% | $4,887-98.1% |