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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 | $38,489 | $69,012-44.2% | $160,037-76.0% | $68,490-43.8% |
| Participation rate | 8.1% | 65.4%-57.3pp | 78.0%-69.9pp | 67.9%-59.8pp |
| Annual return | -15.05% | -9.65%-5.4pp | 408.95%-424.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $105 | $4,212-97.5% | $6,184-98.3% | $4,028-97.4% |
| Admin fee / account holder | $30 | $4,798-99.4% | $8,716-99.7% | $5,403-99.4% |