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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 | $46,182 | $82,674-44.1% | $125,381-63.2% | $68,486-32.6% |
| Participation rate | 43.3% | 75.1%-31.7pp | 82.4%-39.0pp | 67.9%-24.6pp |
| Annual return | -15.27% | -5.97%-9.3pp | 572.31%-587.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $655 | $3,382-80.6% | $4,815-86.4% | $2,597-74.8% |
| Participant deferral / active EE | $1,320 | $6,111-78.4% | $7,448-82.3% | $4,028-67.2% |
| Admin fee / account holder | $118 | $6,277-98.1% | $10,007-98.8% | $5,404-97.8% |