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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 | $18,230 | $54,370-66.5% | $82,763-78.0% | $68,490-73.4% |
| Participation rate | 22.6% | 63.9%-41.3pp | 72.6%-50.0pp | 67.9%-45.3pp |
| Annual return | -17.13% | -13.67%-3.5pp | 702.45%-719.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $475 | $3,247-85.4% | $4,395-89.2% | $4,028-88.2% |
| Admin fee / account holder | $13 | $4,398-99.7% | $5,325-99.7% | $5,403-99.8% |