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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 | $50,355 | $72,404-30.5% | $110,243-54.3% | $64,173-21.5% |
| Participation rate | 20.0% | 73.3%-53.3pp | 79.8%-59.8pp | 69.6%-49.6pp |
| Annual return | -3.00% | -6.29%+3.3pp | 314.76%-317.8pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $159 | $3,469-95.4% | $4,672-96.6% | $3,470-95.4% |
| Admin fee / account holder | $52 | $5,664-99.1% | $8,548-99.4% | $4,887-98.9% |