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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 | $70,865 | $81,233-12.8% | $155,567-54.4% | $80,874-12.4% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 0.00% | 33.33%-33.3pp | 64.74%-64.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $645 | $3,452-81.3% | $5,628-88.5% | $4,297-85.0% |
| Admin fee / account holder | $136 | $7,998-98.3% | $15,916-99.1% | $6,935-98.0% |