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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 | $12,297 | $73,848-83.3% | $143,799-91.4% | $68,486-82.0% |
| Participation rate | 7.9% | 66.7%-58.8pp | 80.3%-72.5pp | 67.9%-60.0pp |
| Annual return | -14.26% | 0.91%-15.2pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $519 | $3,385-84.7% | $5,638-90.8% | $4,028-87.1% |
| Admin fee / account holder | $244 | $5,755-95.8% | $14,677-98.3% | $5,404-95.5% |