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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 | $15,241 | $43,344-64.8% | $59,899-74.6% | $64,173-76.3% |
| Participation rate | 15.6% | 69.2%-53.5pp | 74.7%-59.1pp | 69.6%-53.9pp |
| Annual return | -6.74% | -1.55%-5.2pp | 3.46%-10.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $29 | $2,030-98.5% | $2,723-98.9% | $2,381-98.8% |
| Participant deferral / active EE | $429 | $2,547-83.2% | $3,402-87.4% | $3,470-87.6% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |