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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 | $33,561 | $49,177-31.8% | $79,476-57.8% | $64,181-47.7% |
| Participation rate | 6.1% | 65.0%-59.0pp | 73.3%-67.3pp | 69.6%-63.5pp |
| Annual return | -0.91% | -1.16%+0.2pp | 718.21%-719.1pp | 7.63%-8.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $109 | $2,821-96.1% | $3,704-97.1% | $3,470-96.9% |
| Admin fee / account holder | $40 | $3,839-99.0% | $5,113-99.2% | $4,887-99.2% |