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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 | $5,345 | $27,632-80.7% | $61,452-91.3% | $68,486-92.2% |
| Participation rate | 3.8% | 39.5%-35.7pp | 52.6%-48.7pp | 67.9%-64.0pp |
| Annual return | -19.59% | -13.24%-6.3pp | 338.96%-358.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $61 | $1,264-95.2% | $2,125-97.1% | $4,028-98.5% |
| Admin fee / account holder | $68 | $2,010-96.6% | $2,131-96.8% | $5,404-98.7% |