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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 | $24,164 | $71,873-66.4% | $86,698-72.1% | $68,490-64.7% |
| Participation rate | 47.7% | 72.2%-24.5pp | 76.6%-28.9pp | 67.9%-20.2pp |
| Annual return | -17.45% | 3.54%-21.0pp | 35.96%-53.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,405 | $3,779-62.8% | $4,656-69.8% | $4,028-65.1% |
| Admin fee / account holder | $265 | $6,110-95.7% | $7,492-96.5% | $5,403-95.1% |