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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 | $3,508 | $27,632-87.3% | $61,399-94.3% | $68,495-94.9% |
| Participation rate | 7.7% | 39.5%-31.8pp | 52.6%-44.9pp | 67.9%-60.2pp |
| Annual return | -19.26% | -13.24%-6.0pp | 338.81%-358.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $21 | $1,264-98.3% | $2,124-99.0% | $4,028-99.5% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,403-100.0% |