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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 | $49,976-28.8% | $66,674-46.7% | $82,637-57.0% |
| Participation rate | 12.5% | 63.1%-50.6pp | 73.7%-61.2pp | 68.1%-55.6pp |
| Annual return | 0.00% | 39.09%-39.1pp | 321.24%-321.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $322 | $2,847-88.7% | $4,084-92.1% | $4,126-92.2% |
| Admin fee / account holder | $294 | $4,594-93.6% | $5,098-94.2% | $7,339-96.0% |