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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 | $47,081 | $77,920-39.6% | $149,723-68.6% | $75,177-37.4% |
| Participation rate | 43.6% | 65.6%-22.0pp | 78.8%-35.2pp | 67.2%-23.6pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.50%-134.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $849 | $3,411-75.1% | $5,682-85.1% | $4,126-79.4% |
| Admin fee / account holder | $66 | $5,951-98.9% | $13,215-99.5% | $5,651-98.8% |