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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 | $20,080 | $73,863-72.8% | $143,797-86.0% | $68,490-70.7% |
| Participation rate | 8.0% | 66.7%-58.7pp | 80.3%-72.3pp | 67.9%-59.9pp |
| Annual return | -19.11% | 0.91%-20.0pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $511 | $3,385-84.9% | $5,638-90.9% | $4,028-87.3% |
| Admin fee / account holder | $12 | $5,756-99.8% | $14,679-99.9% | $5,403-99.8% |