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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 | $44,376 | $73,863-39.9% | $143,797-69.1% | $68,490-35.2% |
| Participation rate | 3.5% | 66.7%-63.1pp | 80.3%-76.8pp | 67.9%-64.4pp |
| Annual return | -18.90% | 0.91%-19.8pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $18 | $3,385-99.5% | $5,638-99.7% | $4,028-99.6% |
| Admin fee / account holder | $30 | $5,756-99.5% | $14,679-99.8% | $5,403-99.4% |