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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 | $17,398 | $45,602-61.8% | $117,529-85.2% | $66,949-74.0% |
| Participation rate | 22.1% | 57.6%-35.5pp | 70.6%-48.5pp | 69.8%-47.7pp |
| Annual return | -16.56% | -16.74%+0.2pp | 29.77%-46.3pp | 1.57%-18.1pp |
| Employer contribution / active EE | $215 | $1,579-86.4% | $4,179-94.9% | $2,545-91.6% |
| Participant deferral / active EE | $638 | $2,845-77.6% | $4,072-84.3% | $4,239-85.0% |
| Admin fee / account holder | $0 | $661-100.0% | $5,645-100.0% | $594-100.0% |