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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 | $27,975 | $48,050-41.8% | $85,969-67.5% | $59,633-53.1% |
| Participation rate | 10.4% | 64.5%-54.0pp | 76.5%-66.1pp | 68.7%-58.3pp |
| Annual return | -1.85% | 0.29%-2.1pp | 9.32%-11.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $440 | $2,249-80.4% | $3,829-88.5% | $3,192-86.2% |
| Admin fee / account holder | $51 | $3,206-98.4% | $6,053-99.2% | $4,297-98.8% |