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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 | $13,431 | $45,872-70.7% | $77,081-82.6% | $68,495-80.4% |
| Participation rate | 17.9% | 55.9%-38.1pp | 67.9%-50.1pp | 67.9%-50.0pp |
| Annual return | -17.36% | 1.73%-19.1pp | 42.33%-59.7pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $551 | $2,963-81.4% | $4,428-87.6% | $4,028-86.3% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,427-100.0% | $5,403-100.0% |