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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 | $37,216 | $75,962-51.0% | $154,111-75.9% | $64,173-42.0% |
| Participation rate | 12.5% | 70.4%-57.9pp | 83.0%-70.5pp | 69.6%-57.1pp |
| Annual return | -4.14% | 30.32%-34.5pp | 735.18%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $310 | $3,350-90.8% | $5,298-94.2% | $2,381-87.0% |
| Participant deferral / active EE | $782 | $3,175-75.4% | $5,081-84.6% | $3,470-77.5% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |