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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 | $12,534 | $54,355-76.9% | $82,744-84.9% | $68,486-81.7% |
| Participation rate | 30.0% | 63.9%-33.9pp | 72.6%-42.6pp | 67.9%-37.9pp |
| Annual return | -17.82% | -13.67%-4.1pp | 702.22%-720.0pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $526 | $3,246-83.8% | $4,395-88.0% | $4,028-86.9% |
| Admin fee / account holder | $95 | $4,397-97.8% | $5,325-98.2% | $5,404-98.2% |