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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 | $22,782 | $50,947-55.3% | $74,549-69.4% | $64,173-64.5% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.5pp | 69.6%-2.9pp |
| Annual return | 1.08% | -1.85%+2.9pp | 32.53%-31.5pp | 7.63%-6.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $714 | $2,302-69.0% | $3,108-77.0% | $3,470-79.4% |
| Admin fee / account holder | $221 | $4,221-94.8% | $5,059-95.6% | $4,887-95.5% |