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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 | $35,564 | $64,920-45.2% | $103,693-65.7% | $86,983-59.1% |
| Participation rate | 12.5% | 63.6%-51.1pp | 72.6%-60.1pp | 69.5%-57.0pp |
| Annual return | 0.00% | 30.29%-30.3pp | 47.61%-47.6pp | 25.83%-25.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $322 | $3,241-90.1% | $4,579-93.0% | $4,194-92.3% |
| Admin fee / account holder | $294 | $6,191-95.2% | $7,858-96.3% | $7,856-96.3% |