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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 | $40,979 | $64,716-36.7% | $112,258-63.5% | $68,495-40.2% |
| Participation rate | 28.3% | 67.2%-38.8pp | 75.1%-46.8pp | 67.9%-39.6pp |
| Annual return | -17.26% | -11.40%-5.9pp | 27.47%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $369 | $2,746-86.6% | $3,636-89.9% | $2,596-85.8% |
| Participant deferral / active EE | $538 | $3,565-84.9% | $4,728-88.6% | $4,028-86.6% |
| Admin fee / account holder | $216 | $5,232-95.9% | $6,411-96.6% | $5,403-96.0% |