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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 | $14,796 | $42,917-65.5% | $60,899-75.7% | $68,495-78.4% |
| Participation rate | 21.0% | 66.8%-45.8pp | 73.1%-52.1pp | 67.9%-46.9pp |
| Annual return | -15.18% | -13.99%-1.2pp | 16.92%-32.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $186 | $1,979-90.6% | $2,702-93.1% | $2,596-92.8% |
| Participant deferral / active EE | $630 | $2,867-78.0% | $3,817-83.5% | $4,028-84.4% |
| Admin fee / account holder | $232 | $3,102-92.5% | $3,225-92.8% | $5,403-95.7% |