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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 | $41,129 | $77,817-47.1% | $123,553-66.7% | $64,173-35.9% |
| Participation rate | 27.7% | 74.7%-47.0pp | 82.3%-54.6pp | 69.6%-41.9pp |
| Annual return | -6.09% | 12.49%-18.6pp | 119.21%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,395 | $5,240-73.4% | $6,426-78.3% | $3,470-59.8% |
| Admin fee / account holder | $231 | $5,519-95.8% | $9,284-97.5% | $4,887-95.3% |