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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 | $37,010 | $53,162-30.4% | $91,227-59.4% | $68,490-46.0% |
| Participation rate | 45.9% | 63.2%-17.3pp | 73.2%-27.2pp | 67.9%-22.0pp |
| Annual return | -18.72% | -3.14%-15.6pp | 114.14%-132.9pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $178 | $2,974-94.0% | $4,234-95.8% | $4,028-95.6% |
| Admin fee / account holder | $133 | $4,493-97.0% | $5,423-97.6% | $5,403-97.5% |