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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 | $36,539 | $69,518-47.4% | $59,887-39.0% | $135,379-73.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | 1.81% | 7.95%-6.1pp | 3.46%-1.7pp | 519.79%-518.0pp |
| Employer contribution / active EE | $120 | $3,235-96.3% | $2,722-95.6% | $4,779-97.5% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $43 | $5,734-99.2% | $3,591-98.8% | $10,828-99.6% |