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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 | $27,356 | $61,660-55.6% | $80,022-65.8% | $64,181-57.4% |
| Participation rate | 15.2% | 71.7%-56.5pp | 75.8%-60.6pp | 69.6%-54.4pp |
| Annual return | -5.45% | -0.33%-5.1pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $158 | $2,968-94.7% | $3,686-95.7% | $3,470-95.5% |
| Admin fee / account holder | $143 | $5,417-97.4% | $6,521-97.8% | $4,887-97.1% |