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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 | $17,400 | $97,020-82.1% | $83,322-79.1% | $135,379-87.1% |
| Participation rate | 19.0% | 80.4%-61.4pp | 77.8%-58.7pp | 82.6%-63.6pp |
| Annual return | -4.94% | 12.31%-17.2pp | 10.64%-15.6pp | 519.79%-524.7pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,130 | $5,964-81.1% | $5,565-79.7% | $5,609-79.9% |
| Admin fee / account holder | $174 | $8,426-97.9% | $7,540-97.7% | $10,828-98.4% |