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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 | $26,937 | $50,947-47.1% | $74,551-63.9% | $64,173-58.0% |
| Participation rate | 32.0% | 61.1%-29.1pp | 69.1%-37.1pp | 69.6%-37.6pp |
| Annual return | -5.96% | -1.85%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $557 | $2,302-75.8% | $3,108-82.1% | $3,470-84.0% |
| Admin fee / account holder | $70 | $4,221-98.3% | $5,059-98.6% | $4,887-98.6% |