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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 | $26,084 | $50,947-48.8% | $74,551-65.0% | $64,173-59.4% |
| Participation rate | 21.1% | 61.1%-40.0pp | 69.1%-48.1pp | 69.6%-48.5pp |
| Annual return | -6.62% | -1.85%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $301 | $2,302-86.9% | $3,108-90.3% | $3,470-91.3% |
| Admin fee / account holder | $81 | $4,221-98.1% | $5,059-98.4% | $4,887-98.4% |