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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 | $30,108 | $45,872-34.4% | $77,096-60.9% | $68,486-56.0% |
| Participation rate | 11.8% | 55.9%-44.2pp | 67.9%-56.2pp | 67.9%-56.1pp |
| Annual return | -3.40% | 1.73%-5.1pp | 42.35%-45.7pp | -7.85%+4.5pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $56 | $2,963-98.1% | $4,429-98.7% | $4,028-98.6% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |