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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 | $17,227 | $73,839-76.7% | $143,788-88.0% | $68,495-74.8% |
| Participation rate | 19.4% | 66.7%-47.2pp | 80.3%-60.9pp | 67.9%-48.4pp |
| Annual return | -8.37% | 1.01%-9.4pp | -0.03%-8.3pp | -7.84%-0.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $433 | $3,384-87.2% | $5,638-92.3% | $4,028-89.2% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,675-100.0% | $5,403-99.9% |