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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 | $25,341 | $73,863-65.7% | $143,797-82.4% | $68,490-63.0% |
| Participation rate | 11.7% | 66.7%-55.0pp | 80.3%-68.6pp | 67.9%-56.2pp |
| Annual return | -13.72% | 0.91%-14.6pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $504 | $3,385-85.1% | $5,638-91.1% | $4,028-87.5% |
| Admin fee / account holder | $120 | $5,756-97.9% | $14,679-99.2% | $5,403-97.8% |