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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 | $6,304 | $26,549-76.3% | $61,501-89.8% | $66,949-90.6% |
| Participation rate | 2.5% | 38.1%-35.6pp | 52.6%-50.1pp | 69.8%-67.3pp |
| Annual return | -19.99% | -16.21%-3.8pp | 339.04%-359.0pp | 1.57%-21.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $42 | $1,338-96.9% | $2,125-98.0% | $4,239-99.0% |
| Admin fee / account holder | $68 | $409-83.4% | $2,132-96.8% | $594-88.6% |