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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 | $22,486 | $69,012-67.4% | $160,009-85.9% | $68,486-67.2% |
| Participation rate | 32.0% | 65.4%-33.4pp | 78.0%-46.0pp | 67.9%-35.9pp |
| Annual return | -18.27% | -9.65%-8.6pp | 408.85%-427.1pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $789 | $4,212-81.3% | $6,183-87.2% | $4,028-80.4% |
| Admin fee / account holder | $8 | $4,798-99.8% | $8,715-99.9% | $5,404-99.9% |