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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 | $30,732 | $58,093-47.1% | $80,022-61.6% | $56,287-45.4% |
| Participation rate | 11.7% | 73.6%-61.9pp | 75.8%-64.1pp | 69.9%-58.2pp |
| Annual return | -5.82% | 34.63%-40.5pp | 11.22%-17.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $712 | $3,136-77.3% | $3,686-80.7% | $3,350-78.7% |
| Admin fee / account holder | $8 | $623-98.7% | $6,521-99.9% | $521-98.4% |