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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 | $32,245 | $95,188-66.1% | $76,518-57.9% | $135,379-76.2% |
| Participation rate | 22.7% | 74.4%-51.7pp | 68.0%-45.3pp | 82.6%-59.9pp |
| Annual return | 2.15% | 4.85%-2.7pp | -0.27%+2.4pp | 519.79%-517.6pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $248 | $4,640-94.7% | $3,836-93.5% | $5,609-95.6% |
| Admin fee / account holder | $21 | $6,249-99.7% | $4,849-99.6% | $10,828-99.8% |