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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 | $27,227 | $49,177-44.6% | $79,466-65.7% | $64,173-57.6% |
| Participation rate | 23.9% | 65.0%-41.1pp | 73.3%-49.4pp | 69.6%-45.7pp |
| Annual return | -2.64% | -1.16%-1.5pp | 718.28%-720.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $326 | $2,821-88.4% | $3,704-91.2% | $3,470-90.6% |
| Admin fee / account holder | $224 | $3,839-94.2% | $5,104-95.6% | $4,887-95.4% |