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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 | $22,949 | $69,541-67.0% | $59,899-61.7% | $135,380-83.0% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.7%-46.1pp | 82.6%-54.1pp |
| Annual return | -7.13% | 7.95%-15.1pp | 3.46%-10.6pp | 519.81%-526.9pp |
| Employer contribution / active EE | $13 | $3,236-99.6% | $2,723-99.5% | $4,779-99.7% |
| Participant deferral / active EE | $582 | $4,206-86.2% | $3,402-82.9% | $5,609-89.6% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |