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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 | $13,119 | $91,911-85.7% | $68,612-80.9% | $135,380-90.3% |
| Participation rate | 46.2% | 76.7%-30.6pp | 72.2%-26.1pp | 82.6%-36.5pp |
| Annual return | -6.04% | -8.22%+2.2pp | -4.63%-1.4pp | 519.81%-525.8pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $601 | $4,315-86.1% | $3,311-81.8% | $5,609-89.3% |
| Admin fee / account holder | $224 | $9,240-97.6% | $5,131-95.6% | $10,828-97.9% |