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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 | $11,272 | $54,370-79.3% | $82,763-86.4% | $68,490-83.5% |
| Participation rate | 25.0% | 63.9%-38.9pp | 72.6%-47.6pp | 67.9%-42.9pp |
| Annual return | -17.47% | -13.67%-3.8pp | 702.45%-719.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $261 | $3,247-92.0% | $4,395-94.1% | $4,028-93.5% |
| Admin fee / account holder | $119 | $4,398-97.3% | $5,325-97.8% | $5,403-97.8% |