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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 | $65,759 | $62,672+4.9% | $185,117-64.5% | $70,126-6.2% |
| Participation rate | 5.9% | 63.8%-57.9pp | 77.3%-71.4pp | 69.5%-63.7pp |
| Annual return | 0.00% | 40.79%-40.8pp | 40.50%-40.5pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $31 | $3,272-99.0% | $5,045-99.4% | $3,332-99.1% |
| Admin fee / account holder | $62 | $3,932-98.4% | $8,159-99.2% | $4,645-98.7% |