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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 | $42,223 | $54,162-22.0% | $68,612-38.5% | $64,173-34.2% |
| Participation rate | 17.8% | 68.1%-50.3pp | 72.2%-54.5pp | 69.6%-51.8pp |
| Annual return | -0.99% | -1.62%+0.6pp | -4.63%+3.6pp | 7.63%-8.6pp |
| Employer contribution / active EE | $247 | $1,846-86.6% | $2,625-90.6% | $2,381-89.6% |
| Participant deferral / active EE | $968 | $2,626-63.1% | $3,311-70.8% | $3,470-72.1% |
| Admin fee / account holder | $0 | $4,029-100.0% | $5,131-100.0% | $4,887-100.0% |