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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 | $28,907 | $54,239-46.7% | $70,098-58.8% | $68,495-57.8% |
| Participation rate | 63.4% | 64.5%-1.1pp | 70.5%-7.1pp | 67.9%-4.5pp |
| Annual return | -8.15% | -13.87%+5.7pp | 190.76%-198.9pp | -7.84%-0.3pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,849-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,691-100.0% | $6,266-100.0% | $5,403-100.0% |