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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 | $8,409 | $93,117-91.0% | $77,096-89.1% | $134,532-93.7% |
| Participation rate | 14.3% | 74.5%-60.2pp | 67.9%-53.6pp | 81.2%-66.9pp |
| Annual return | -17.98% | 62.67%-80.6pp | 42.35%-60.3pp | 418.27%-436.2pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $331 | $5,241-93.7% | $4,429-92.5% | $6,401-94.8% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |