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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 | $29,684 | $43,730-32.1% | $121,220-75.5% | $64,173-53.7% |
| Participation rate | 15.4% | 58.3%-43.0pp | 71.8%-56.4pp | 69.6%-54.2pp |
| Annual return | -6.64% | 68.94%-75.6pp | 16.94%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $523 | $2,281-77.1% | $3,345-84.4% | $3,470-84.9% |
| Admin fee / account holder | $26 | $3,502-99.3% | $5,021-99.5% | $4,887-99.5% |