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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 | $31,793 | $73,863-57.0% | $143,797-77.9% | $68,490-53.6% |
| Participation rate | 23.5% | 66.7%-43.1pp | 80.3%-56.8pp | 67.9%-44.4pp |
| Annual return | -18.07% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $298 | $3,185-90.6% | $4,952-94.0% | $2,597-88.5% |
| Participant deferral / active EE | $560 | $3,385-83.5% | $5,638-90.1% | $4,028-86.1% |
| Admin fee / account holder | $2 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |