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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 | $23,620 | $42,383-44.3% | $76,518-69.1% | $64,173-63.2% |
| Participation rate | 17.6% | 58.1%-40.5pp | 68.0%-50.4pp | 69.6%-51.9pp |
| Annual return | -1.20% | -16.54%+15.3pp | -0.27%-0.9pp | 7.63%-8.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $738 | $2,566-71.3% | $3,836-80.8% | $3,470-78.7% |
| Admin fee / account holder | $13 | $3,198-99.6% | $4,849-99.7% | $4,887-99.7% |