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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 | $52,402 | $54,357-3.6% | $82,706-36.6% | $68,495-23.5% |
| Participation rate | 9.8% | 63.9%-54.2pp | 72.6%-62.8pp | 67.9%-58.1pp |
| Annual return | -18.97% | -13.67%-5.3pp | 701.76%-720.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $614 | $3,246-81.1% | $4,394-86.0% | $4,028-84.8% |
| Admin fee / account holder | $30 | $4,396-99.3% | $5,329-99.4% | $5,403-99.4% |