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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 | $45,216 | $62,586-27.8% | $76,766-41.1% | $64,181-29.5% |
| Participation rate | 28.6% | 72.8%-44.2pp | 77.0%-48.4pp | 69.6%-41.0pp |
| Annual return | -0.14% | -1.95%+1.8pp | 2.43%-2.6pp | 7.63%-7.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $574 | $3,145-81.7% | $3,851-85.1% | $3,470-83.5% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |