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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 | $32,464 | $73,009-55.5% | $90,760-64.2% | $68,486-52.6% |
| Participation rate | 24.6% | 70.8%-46.3pp | 75.7%-51.1pp | 67.9%-43.3pp |
| Annual return | -16.71% | -13.81%-2.9pp | -12.16%-4.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,310 | $3,626-63.9% | $4,565-71.3% | $4,028-67.5% |
| Admin fee / account holder | $52 | $5,896-99.1% | $8,444-99.4% | $5,404-99.0% |