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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 | $13,147 | $90,606-85.5% | $79,466-83.5% | $135,379-90.3% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 82.6%-62.6pp |
| Annual return | -5.47% | 977.69%-983.2pp | 718.28%-723.8pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $380 | $4,050-90.6% | $3,704-89.8% | $5,609-93.2% |
| Admin fee / account holder | $16 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |