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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 | $12,159 | $92,743-86.9% | $82,744-85.3% | $134,532-91.0% |
| Participation rate | 9.1% | 75.2%-66.1pp | 72.6%-63.5pp | 81.2%-72.1pp |
| Annual return | -20.98% | 946.63%-967.6pp | 702.22%-723.2pp | 418.27%-439.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $376 | $4,802-92.2% | $4,395-91.5% | $6,401-94.1% |
| Admin fee / account holder | $40 | $5,977-99.3% | $5,325-99.2% | $11,429-99.6% |