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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 | $22,601 | $82,674-72.7% | $125,363-82.0% | $68,495-67.0% |
| Participation rate | 4.0% | 75.0%-71.0pp | 82.4%-78.4pp | 67.9%-63.9pp |
| Annual return | -16.32% | -5.97%-10.4pp | 572.15%-588.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $113 | $6,111-98.1% | $7,447-98.5% | $4,028-97.2% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |