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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 | $25,183 | $95,895-73.7% | $79,576-68.4% | $134,509-81.3% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | -16.59% | -2.72%-13.9pp | 0.15%-16.7pp | 418.13%-434.7pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $648 | $4,693-86.2% | $3,985-83.7% | $6,400-89.9% |
| Admin fee / account holder | $269 | $9,129-97.1% | $6,834-96.1% | $11,427-97.6% |