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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 | $9,630 | $27,632-65.2% | $61,452-84.3% | $68,486-85.9% |
| Participation rate | 8.0% | 39.5%-31.5pp | 52.6%-44.6pp | 67.9%-59.9pp |
| Annual return | -18.90% | -13.24%-5.7pp | 338.96%-357.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $174 | $1,264-86.3% | $2,125-91.8% | $4,028-95.7% |
| Admin fee / account holder | $8 | $2,010-99.6% | $2,131-99.6% | $5,404-99.9% |