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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 | $29,915 | $71,873-58.4% | $86,698-65.5% | $68,490-56.3% |
| Participation rate | 18.8% | 72.2%-53.5pp | 76.6%-57.8pp | 67.9%-49.1pp |
| Annual return | -17.04% | 3.54%-20.6pp | 35.96%-53.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $942 | $3,779-75.1% | $4,656-79.8% | $4,028-76.6% |
| Admin fee / account holder | $4 | $6,110-99.9% | $7,492-99.9% | $5,403-99.9% |