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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 | $31,096 | $82,674-62.4% | $125,381-75.2% | $68,486-54.6% |
| Participation rate | 31.8% | 75.1%-43.2pp | 82.4%-50.6pp | 67.9%-36.1pp |
| Annual return | -18.43% | -5.97%-12.5pp | 572.31%-590.7pp | -7.85%-10.6pp |
| Employer contribution / active EE | $335 | $3,382-90.1% | $4,815-93.1% | $2,597-87.1% |
| Participant deferral / active EE | $2,538 | $6,111-58.5% | $7,448-65.9% | $4,028-37.0% |
| Admin fee / account holder | $207 | $6,277-96.7% | $10,007-97.9% | $5,404-96.2% |