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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 | $33,441 | $127,387-73.7% | $115,038-70.9% | $125,389-73.3% |
| Participation rate | 30.0% | 84.2%-54.2pp | 81.4%-51.4pp | 83.2%-53.2pp |
| Annual return | -1.63% | 31.28%-32.9pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $550 | $6,423-91.4% | $6,026-90.9% | $5,352-89.7% |
| Admin fee / account holder | $45 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |