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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 | $19,116 | $73,848-74.1% | $143,799-86.7% | $68,486-72.1% |
| Participation rate | 4.2% | 66.7%-62.4pp | 80.3%-76.1pp | 67.9%-63.7pp |
| Annual return | -14.98% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $423 | $3,385-87.5% | $5,638-92.5% | $4,028-89.5% |
| Admin fee / account holder | $24 | $5,755-99.6% | $14,677-99.8% | $5,404-99.5% |