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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 | $22,778 | $42,383-46.3% | $76,523-70.2% | $64,181-64.5% |
| Participation rate | 18.8% | 58.1%-39.4pp | 68.0%-49.3pp | 69.6%-50.8pp |
| Annual return | -4.81% | -16.54%+11.7pp | -0.27%-4.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $525 | $2,566-79.6% | $3,835-86.3% | $3,470-84.9% |
| Admin fee / account holder | $136 | $3,198-95.8% | $4,848-97.2% | $4,887-97.2% |