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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 | $10,634 | $73,848-85.6% | $143,799-92.6% | $68,486-84.5% |
| Participation rate | 24.2% | 66.7%-42.4pp | 80.3%-56.1pp | 67.9%-43.7pp |
| Annual return | -17.16% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $864 | $3,385-74.5% | $5,638-84.7% | $4,028-78.5% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |