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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 | $12,921 | $95,188-86.4% | $76,518-83.1% | $135,379-90.5% |
| Participation rate | 15.4% | 74.4%-59.0pp | 68.0%-52.6pp | 82.6%-67.3pp |
| Annual return | -8.99% | 4.85%-13.8pp | -0.27%-8.7pp | 519.79%-528.8pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $502 | $4,640-89.2% | $3,836-86.9% | $5,609-91.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |