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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 | $9,631 | $54,355-82.3% | $82,744-88.4% | $68,486-85.9% |
| Participation rate | 18.9% | 63.9%-45.1pp | 72.6%-53.7pp | 67.9%-49.0pp |
| Annual return | -16.23% | -13.67%-2.6pp | 702.22%-718.4pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $315 | $3,246-90.3% | $4,395-92.8% | $4,028-92.2% |
| Admin fee / account holder | $1 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |