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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 | $10,997 | $41,016-73.2% | $152,093-92.8% | $64,097-82.8% |
| Participation rate | 5.2% | 51.3%-46.1pp | 77.8%-72.5pp | 55.2%-50.0pp |
| Annual return | 0.00% | 39.60%-39.6pp | 66.36%-66.4pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $136 | $1,927-93.0% | $5,451-97.5% | $3,080-95.6% |
| Admin fee / account holder | $81 | $2,305-96.5% | $14,497-99.4% | $3,454-97.7% |