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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 | $18,722 | $87,546-78.6% | $75,784-75.3% | $125,389-85.1% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $197 | $3,930-95.0% | $3,323-94.1% | $4,866-95.9% |
| Participant deferral / active EE | $197 | $4,230-95.3% | $3,652-94.6% | $5,352-96.3% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |