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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 | $15,012 | $28,109-46.6% | $71,086-78.9% | $56,287-73.3% |
| Participation rate | 8.1% | 40.4%-32.4pp | 54.7%-46.6pp | 69.9%-61.8pp |
| Annual return | -5.82% | -615.05%+609.2pp | 650.59%-656.4pp | -9.96%+4.1pp |
| Employer contribution / active EE | $98 | $558-82.5% | $1,088-91.0% | $2,111-95.4% |
| Participant deferral / active EE | $191 | $1,116-82.9% | $1,874-89.8% | $3,350-94.3% |
| Admin fee / account holder | $36 | $585-93.8% | $3,082-98.8% | $521-93.0% |