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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 | $42,354 | $42,910-1.3% | $60,919-30.5% | $68,490-38.2% |
| Participation rate | 11.8% | 66.8%-55.0pp | 73.1%-61.3pp | 67.9%-56.1pp |
| Annual return | -16.77% | -13.99%-2.8pp | 16.96%-33.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $363 | $2,866-87.3% | $3,814-90.5% | $4,028-91.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |