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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 | $44,489 | $64,719-31.3% | $112,249-60.4% | $68,486-35.0% |
| Participation rate | 38.9% | 67.2%-28.3pp | 75.1%-36.2pp | 67.9%-29.0pp |
| Annual return | -19.12% | -11.40%-7.7pp | 27.48%-46.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $152 | $2,747-94.5% | $3,636-95.8% | $2,597-94.1% |
| Participant deferral / active EE | $1,283 | $3,565-64.0% | $4,729-72.9% | $4,028-68.1% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |