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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 | $24,332 | $105,867-77.0% | $90,760-73.2% | $134,532-81.9% |
| Participation rate | 61.1% | 78.3%-17.1pp | 75.7%-14.6pp | 81.2%-20.1pp |
| Annual return | -16.19% | -10.99%-5.2pp | -12.16%-4.0pp | 418.27%-434.5pp |
| Employer contribution / active EE | $259 | $3,464-92.5% | $2,922-91.1% | $4,741-94.5% |
| Participant deferral / active EE | $1,086 | $5,217-79.2% | $4,565-76.2% | $6,401-83.0% |
| Admin fee / account holder | $32 | $13,936-99.8% | $8,444-99.6% | $11,429-99.7% |