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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 | $5,944 | $27,639-78.5% | $61,501-90.3% | $68,490-91.3% |
| Participation rate | 2.9% | 39.5%-36.7pp | 52.6%-49.7pp | 67.9%-65.0pp |
| Annual return | -16.70% | -13.19%-3.5pp | 339.04%-355.7pp | -7.85%-8.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $20 | $1,264-98.4% | $2,125-99.0% | $4,028-99.5% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |