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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 | $24,699 | $127,387-80.6% | $115,038-78.5% | $125,389-80.3% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -2.37% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $597 | $6,423-90.7% | $6,026-90.1% | $5,352-88.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |