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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 | $36,354 | $42,909-15.3% | $60,906-40.3% | $68,486-46.9% |
| Participation rate | 20.6% | 66.8%-46.1pp | 73.1%-52.5pp | 67.9%-47.3pp |
| Annual return | -17.64% | -13.99%-3.7pp | 16.94%-34.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $672 | $2,866-76.6% | $3,814-82.4% | $4,028-83.3% |
| Admin fee / account holder | $74 | $3,104-97.6% | $3,227-97.7% | $5,404-98.6% |