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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 | $23,616 | $45,872-48.5% | $77,100-69.4% | $68,490-65.5% |
| Participation rate | 61.3% | 55.9%+5.4pp | 67.9%-6.6pp | 67.9%-6.6pp |
| Annual return | -2.25% | 1.73%-4.0pp | 42.35%-44.6pp | -7.85%+5.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $236 | $3,041-92.2% | $5,443-95.7% | $5,403-95.6% |