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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 | $93,552 | $42,909+118.0% | $60,906+53.6% | $68,486+36.6% |
| Participation rate | 5.3% | 66.8%-61.5pp | 73.1%-67.8pp | 67.9%-62.6pp |
| Annual return | -15.11% | -13.99%-1.1pp | 16.94%-32.0pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $680 | $2,866-76.3% | $3,814-82.2% | $4,028-83.1% |
| Admin fee / account holder | $208 | $3,104-93.3% | $3,227-93.6% | $5,404-96.2% |