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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 | $35,443 | $42,910-17.4% | $60,919-41.8% | $68,490-48.3% |
| Participation rate | 34.2% | 66.8%-32.5pp | 73.1%-38.9pp | 67.9%-33.7pp |
| Annual return | -9.65% | -13.99%+4.3pp | 16.96%-26.6pp | -7.85%-1.8pp |
| Employer contribution / active EE | $344 | $1,978-82.6% | $2,704-87.3% | $2,597-86.8% |
| Participant deferral / active EE | $637 | $2,866-77.8% | $3,814-83.3% | $4,028-84.2% |
| Admin fee / account holder | $62 | $3,104-98.0% | $3,228-98.1% | $5,403-98.9% |