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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 | $32,269 | $82,674-61.0% | $125,381-74.3% | $68,486-52.9% |
| Participation rate | 61.3% | 75.1%-13.7pp | 82.4%-21.0pp | 67.9%-6.6pp |
| Annual return | -15.22% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,910 | $6,111-68.7% | $7,448-74.4% | $4,028-52.6% |
| Admin fee / account holder | $261 | $6,277-95.8% | $10,007-97.4% | $5,404-95.2% |