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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 | $39,158 | $59,813-34.5% | $79,580-50.8% | $68,486-42.8% |
| Participation rate | 17.9% | 61.1%-43.1pp | 69.5%-51.5pp | 67.9%-49.9pp |
| Annual return | -13.70% | -12.30%-1.4pp | 0.15%-13.9pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $378 | $3,024-87.5% | $3,985-90.5% | $4,028-90.6% |
| Admin fee / account holder | $121 | $4,835-97.5% | $6,835-98.2% | $5,404-97.8% |