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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 | $13,170 | $42,910-69.3% | $60,919-78.4% | $68,490-80.8% |
| Participation rate | 17.2% | 66.8%-49.5pp | 73.1%-55.9pp | 67.9%-50.7pp |
| Annual return | -18.43% | -13.99%-4.4pp | 16.96%-35.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $222 | $1,978-88.8% | $2,704-91.8% | $2,597-91.4% |
| Participant deferral / active EE | $345 | $2,866-88.0% | $3,814-91.0% | $4,028-91.4% |
| Admin fee / account holder | $20 | $3,104-99.4% | $3,228-99.4% | $5,403-99.6% |