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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 | $22,460 | $49,177-54.3% | $79,467-71.7% | $64,173-65.0% |
| Participation rate | 12.1% | 65.0%-52.9pp | 73.3%-61.2pp | 69.6%-57.4pp |
| Annual return | -7.85% | -1.16%-6.7pp | 718.30%-726.2pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $513 | $2,821-81.8% | $3,704-86.1% | $3,470-85.2% |
| Admin fee / account holder | $136 | $3,839-96.5% | $5,104-97.3% | $4,887-97.2% |