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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 | $59,433 | $106,115-44.0% | $85,969-30.9% | $125,389-52.6% |
| Participation rate | 57.1% | 84.1%-26.9pp | 76.5%-19.4pp | 83.2%-26.0pp |
| Annual return | -0.09% | 13.93%-14.0pp | 9.32%-9.4pp | 282.24%-282.3pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |