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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 | $49,337 | $71,872-31.4% | $86,691-43.1% | $68,495-28.0% |
| Participation rate | 23.5% | 72.2%-48.7pp | 76.6%-53.1pp | 67.9%-44.4pp |
| Annual return | -2.23% | 3.53%-5.8pp | 35.94%-38.2pp | -7.84%+5.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $110 | $3,779-97.1% | $4,656-97.6% | $4,028-97.3% |
| Admin fee / account holder | $87 | $6,112-98.6% | $7,492-98.8% | $5,403-98.4% |