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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 | $27,048 | $50,947-46.9% | $74,549-63.7% | $64,173-57.9% |
| Participation rate | 18.5% | 61.1%-42.5pp | 69.1%-50.6pp | 69.6%-51.1pp |
| Annual return | -2.85% | -1.85%-1.0pp | 32.53%-35.4pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $497 | $2,302-78.4% | $3,108-84.0% | $3,470-85.7% |
| Admin fee / account holder | $162 | $4,221-96.2% | $5,059-96.8% | $4,887-96.7% |