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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 | $28,555 | $73,848-61.3% | $143,799-80.1% | $68,486-58.3% |
| Participation rate | 18.4% | 66.7%-48.3pp | 80.3%-61.9pp | 67.9%-49.5pp |
| Annual return | 0.28% | 0.91%-0.6pp | -0.04%+0.3pp | -7.85%+8.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $736 | $3,385-78.3% | $5,638-87.0% | $4,028-81.7% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,677-100.0% | $5,404-99.9% |