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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 | $10,762 | $43,344-75.2% | $59,899-82.0% | $64,173-83.2% |
| Participation rate | 47.7% | 69.2%-21.5pp | 74.7%-27.0pp | 69.6%-21.9pp |
| Annual return | -4.00% | -1.55%-2.4pp | 3.46%-7.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $81 | $2,547-96.8% | $3,402-97.6% | $3,470-97.7% |
| Admin fee / account holder | $162 | $3,008-94.6% | $3,592-95.5% | $4,887-96.7% |