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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 | $12,827 | $53,162-75.9% | $91,227-85.9% | $68,490-81.3% |
| Participation rate | 11.1% | 63.2%-52.1pp | 73.2%-62.1pp | 67.9%-56.8pp |
| Annual return | -17.17% | -3.14%-14.0pp | 114.14%-131.3pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $543 | $2,974-81.8% | $4,234-87.2% | $4,028-86.5% |
| Admin fee / account holder | $285 | $4,493-93.7% | $5,423-94.7% | $5,403-94.7% |