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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 | $14,698 | $93,124-84.2% | $77,100-80.9% | $134,545-89.1% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -18.70% | 62.68%-81.4pp | 42.35%-61.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $182 | $5,242-96.5% | $4,430-95.9% | $6,401-97.2% |
| Admin fee / account holder | $288 | $6,970-95.9% | $5,443-94.7% | $11,431-97.5% |