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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 | $82,810 | $110,083-24.8% | $151,645-45.4% | $68,490+20.9% |
| Participation rate | 30.8% | 84.0%-53.2pp | 87.5%-56.7pp | 67.9%-37.1pp |
| Annual return | -2.93% | -10.12%+7.2pp | 3.34%-6.3pp | -7.85%+4.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,788 | $6,526-57.3% | $8,363-66.7% | $4,028-30.8% |
| Admin fee / account holder | $189 | $7,718-97.6% | $11,614-98.4% | $5,403-96.5% |