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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 | $29,281 | $67,411-56.6% | $91,004-67.8% | $70,126-58.2% |
| Participation rate | 56.8% | 71.4%-14.6pp | 75.6%-18.8pp | 69.5%-12.8pp |
| Annual return | 15.95% | -40.16%+56.1pp | 4.60%+11.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $894 | $2,823-68.3% | $3,548-74.8% | $3,332-73.2% |
| Admin fee / account holder | $22 | $4,236-99.5% | $5,417-99.6% | $4,645-99.5% |