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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 | $11,098 | $73,839-85.0% | $143,788-92.3% | $68,495-83.8% |
| Participation rate | 12.0% | 66.7%-54.7pp | 80.3%-68.3pp | 67.9%-55.9pp |
| Annual return | -5.86% | 1.01%-6.9pp | -0.03%-5.8pp | -7.84%+2.0pp |
| Employer contribution / active EE | $225 | $3,184-92.9% | $4,952-95.5% | $2,596-91.3% |
| Participant deferral / active EE | $273 | $3,384-91.9% | $5,638-95.2% | $4,028-93.2% |
| Admin fee / account holder | $95 | $5,755-98.4% | $14,675-99.4% | $5,403-98.2% |