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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 | $45,921 | $77,816-41.0% | $123,552-62.8% | $64,173-28.4% |
| Participation rate | 32.3% | 74.7%-42.5pp | 82.3%-50.0pp | 69.6%-37.3pp |
| Annual return | -7.58% | 12.49%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,081 | $5,240-60.3% | $6,426-67.6% | $3,470-40.0% |
| Admin fee / account holder | $245 | $5,519-95.6% | $9,285-97.4% | $4,887-95.0% |