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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 | $58,679 | $72,404-19.0% | $110,243-46.8% | $64,173-8.6% |
| Participation rate | 15.4% | 73.3%-58.0pp | 79.8%-64.4pp | 69.6%-54.2pp |
| Annual return | -4.21% | -6.29%+2.1pp | 314.76%-319.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $914 | $3,469-73.7% | $4,672-80.4% | $3,470-73.7% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |