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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 | $77,792 | $81,870-5.0% | $119,622-35.0% | $68,486+13.6% |
| Participation rate | 44.1% | 71.9%-27.8pp | 79.3%-35.1pp | 67.9%-23.8pp |
| Annual return | 0.31% | -23.82%+24.1pp | -14.98%+15.3pp | -7.85%+8.2pp |
| Employer contribution / active EE | $588 | $2,692-78.1% | $4,232-86.1% | $2,597-77.3% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,328-100.0% | $5,404-100.0% |