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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 | $48,173 | $69,012-30.2% | $160,009-69.9% | $68,486-29.7% |
| Participation rate | 15.6% | 65.4%-49.9pp | 78.0%-62.4pp | 67.9%-52.3pp |
| Annual return | -15.48% | -9.65%-5.8pp | 408.85%-424.3pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $709 | $4,212-83.2% | $6,183-88.5% | $4,028-82.4% |
| Admin fee / account holder | $139 | $4,798-97.1% | $8,715-98.4% | $5,404-97.4% |