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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 | $51,658 | $87,546-41.0% | $75,784-31.8% | $125,389-58.8% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -0.47% | 13.49%-14.0pp | 9.68%-10.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $325 | $4,230-92.3% | $3,652-91.1% | $5,352-93.9% |
| Admin fee / account holder | $3 | $6,503-100.0% | $5,300-99.9% | $9,541-100.0% |