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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 | $33,340 | $99,647-66.5% | $86,439-61.4% | $134,509-75.2% |
| Participation rate | 46.7% | 82.1%-35.4pp | 80.3%-33.7pp | 81.2%-34.6pp |
| Annual return | -10.70% | 6784.13%-6794.8pp | 4395.55%-4406.2pp | 418.13%-428.8pp |
| Employer contribution / active EE | $183 | $4,401-95.8% | $3,769-95.1% | $4,741-96.1% |
| Participant deferral / active EE | $731 | $7,246-89.9% | $6,952-89.5% | $6,400-88.6% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |