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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 | $12,822 | $73,863-82.6% | $143,797-91.1% | $68,490-81.3% |
| Participation rate | 6.1% | 66.7%-60.6pp | 80.3%-74.3pp | 67.9%-61.8pp |
| Annual return | -15.77% | 0.91%-16.7pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $127 | $3,385-96.2% | $5,638-97.7% | $4,028-96.8% |
| Admin fee / account holder | $18 | $5,756-99.7% | $14,679-99.9% | $5,403-99.7% |