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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 | $14,899 | $32,037-53.5% | $69,182-78.5% | $62,881-76.3% |
| Participation rate | 29.2% | 43.4%-14.3pp | 55.1%-25.9pp | 69.3%-40.1pp |
| Annual return | 7.57% | 15.16%-7.6pp | -21.93%+29.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $190 | $1,185-84.0% | $1,897-90.0% | $3,203-94.1% |
| Admin fee / account holder | $54 | $2,608-97.9% | $2,697-98.0% | $4,296-98.7% |