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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 | $22,905 | $45,152-49.3% | $73,835-69.0% | $59,633-61.6% |
| Participation rate | 52.1% | 64.0%-11.9pp | 73.4%-21.4pp | 68.7%-16.6pp |
| Annual return | -1.70% | 27.40%-29.1pp | 2268.13%-2269.8pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $637 | $2,573-75.2% | $3,583-82.2% | $3,192-80.0% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,880-100.0% | $4,297-100.0% |