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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 | $26,701 | $167,522-84.1% | $151,639-82.4% | $134,532-80.2% |
| Participation rate | 27.3% | 88.4%-61.1pp | 87.5%-60.2pp | 81.2%-54.0pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,261 | $8,986-86.0% | $8,363-84.9% | $6,401-80.3% |
| Admin fee / account holder | $16 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |