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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 | $9,530 | $54,370-82.5% | $82,763-88.5% | $68,490-86.1% |
| Participation rate | 34.6% | 63.9%-29.3pp | 72.6%-37.9pp | 67.9%-33.3pp |
| Annual return | -14.76% | -13.67%-1.1pp | 702.45%-717.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $852 | $3,247-73.8% | $4,395-80.6% | $4,028-78.9% |
| Admin fee / account holder | $237 | $4,398-94.6% | $5,325-95.6% | $5,403-95.6% |