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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 | $11,433 | $73,839-84.5% | $143,788-92.0% | $68,495-83.3% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -11.22% | 1.01%-12.2pp | -0.03%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $188 | $3,184-94.1% | $4,952-96.2% | $2,596-92.7% |
| Participant deferral / active EE | $762 | $3,384-77.5% | $5,638-86.5% | $4,028-81.1% |
| Admin fee / account holder | $204 | $5,755-96.4% | $14,675-98.6% | $5,403-96.2% |