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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 | $27,196 | $85,790-68.3% | $67,313-59.6% | $135,380-79.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -8.69% | -0.54%-8.2pp | -4.08%-4.6pp | 519.81%-528.5pp |
| Employer contribution / active EE | $165 | $3,487-95.3% | $2,566-93.6% | $4,779-96.5% |
| Participant deferral / active EE | $874 | $4,651-81.2% | $3,568-75.5% | $5,609-84.4% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |