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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 | $36,317 | $73,848-50.8% | $143,799-74.7% | $68,486-47.0% |
| Participation rate | 8.7% | 66.7%-58.0pp | 80.3%-71.6pp | 67.9%-59.2pp |
| Annual return | -14.20% | 0.91%-15.1pp | -0.04%-14.2pp | -7.85%-6.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $327 | $3,385-90.3% | $5,638-94.2% | $4,028-91.9% |
| Admin fee / account holder | $265 | $5,755-95.4% | $14,677-98.2% | $5,404-95.1% |