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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 | $11,778 | $73,848-84.1% | $143,799-91.8% | $68,486-82.8% |
| Participation rate | 18.8% | 66.7%-47.9pp | 80.3%-61.6pp | 67.9%-49.1pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $104 | $3,184-96.7% | $4,952-97.9% | $2,597-96.0% |
| Participant deferral / active EE | $221 | $3,385-93.5% | $5,638-96.1% | $4,028-94.5% |
| Admin fee / account holder | $66 | $5,755-98.9% | $14,677-99.6% | $5,404-98.8% |