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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 | $57,569 | $72,404-20.5% | $110,243-47.8% | $64,173-10.3% |
| Participation rate | 35.3% | 73.3%-38.0pp | 79.8%-44.5pp | 69.6%-34.3pp |
| Annual return | -7.20% | -6.29%-0.9pp | 314.76%-322.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,359 | $3,469-60.8% | $4,672-70.9% | $3,470-60.8% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |