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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 | $6,886 | $93,124-92.6% | $77,100-91.1% | $134,545-94.9% |
| Participation rate | 23.5% | 74.5%-51.0pp | 67.9%-44.4pp | 81.2%-57.7pp |
| Annual return | -12.11% | 62.68%-74.8pp | 42.35%-54.5pp | 418.37%-430.5pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $738 | $5,242-85.9% | $4,430-83.3% | $6,401-88.5% |
| Admin fee / account holder | $194 | $6,970-97.2% | $5,443-96.4% | $11,431-98.3% |