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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 | $34,423 | $72,404-52.5% | $110,241-68.8% | $64,181-46.4% |
| Participation rate | 30.8% | 73.3%-42.6pp | 79.8%-49.1pp | 69.6%-38.8pp |
| Annual return | -2.19% | -6.29%+4.1pp | 314.75%-316.9pp | 7.63%-9.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,434 | $3,469-58.7% | $4,672-69.3% | $3,470-58.7% |
| Admin fee / account holder | $38 | $5,664-99.3% | $8,548-99.6% | $4,887-99.2% |