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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 | $45,348 | $113,941-60.2% | $94,229-51.9% | $125,389-63.8% |
| Participation rate | 64.3% | 82.9%-18.6pp | 78.8%-14.5pp | 83.2%-18.9pp |
| Annual return | -2.74% | 5.29%-8.0pp | 10.68%-13.4pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,313 | $5,179-74.6% | $4,320-69.6% | $5,352-75.5% |
| Admin fee / account holder | $150 | $8,392-98.2% | $6,269-97.6% | $9,541-98.4% |