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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 | $21,145 | $82,674-74.4% | $125,381-83.1% | $68,486-69.1% |
| Participation rate | 23.1% | 75.1%-52.0pp | 82.4%-59.3pp | 67.9%-44.8pp |
| Annual return | -11.76% | -5.97%-5.8pp | 572.31%-584.1pp | -7.85%-3.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $855 | $6,111-86.0% | $7,448-88.5% | $4,028-78.8% |
| Admin fee / account holder | $34 | $6,277-99.5% | $10,007-99.7% | $5,404-99.4% |