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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 | $29,094 | $43,344-32.9% | $59,899-51.4% | $64,173-54.7% |
| Participation rate | 8.1% | 69.2%-61.0pp | 74.7%-66.6pp | 69.6%-61.5pp |
| Annual return | -5.71% | -1.55%-4.2pp | 3.46%-9.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $567 | $2,547-77.7% | $3,402-83.3% | $3,470-83.7% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |