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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 | $14,997 | $54,370-72.4% | $82,763-81.9% | $68,490-78.1% |
| Participation rate | 1.5% | 63.9%-62.4pp | 72.6%-71.0pp | 67.9%-66.4pp |
| Annual return | -18.56% | -13.67%-4.9pp | 702.45%-721.0pp | -7.85%-10.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $60 | $3,247-98.2% | $4,395-98.6% | $4,028-98.5% |
| Admin fee / account holder | $229 | $4,398-94.8% | $5,325-95.7% | $5,403-95.8% |