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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 | $48,998 | $99,032-50.5% | $80,022-38.8% | $135,380-63.8% |
| Participation rate | 40.0% | 78.4%-38.4pp | 75.8%-35.8pp | 82.6%-42.6pp |
| Annual return | -8.04% | 15.39%-23.4pp | 11.22%-19.3pp | 519.81%-527.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $82 | $4,282-98.1% | $3,686-97.8% | $5,609-98.5% |
| Admin fee / account holder | $158 | $10,436-98.5% | $6,521-97.6% | $10,828-98.5% |