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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 | $31,438 | $93,098-66.2% | $77,081-59.2% | $134,509-76.6% |
| Participation rate | 12.5% | 74.5%-62.0pp | 67.9%-55.4pp | 81.2%-68.7pp |
| Annual return | -19.34% | 62.63%-82.0pp | 42.33%-61.7pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $447 | $5,239-91.5% | $4,428-89.9% | $6,400-93.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |