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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 | $13,508 | $48,267-72.0% | $68,808-80.4% | $68,486-80.3% |
| Participation rate | 51.9% | 60.7%-8.8pp | 69.0%-17.2pp | 67.9%-16.0pp |
| Annual return | -18.17% | -12.70%-5.5pp | -6.37%-11.8pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $200 | $2,867-93.0% | $3,942-94.9% | $4,028-95.0% |
| Admin fee / account holder | $79 | $4,362-98.2% | $4,936-98.4% | $5,404-98.5% |