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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 | $14,159 | $85,790-83.5% | $67,313-79.0% | $135,380-89.5% |
| Participation rate | 20.0% | 76.5%-56.5pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -6.41% | -0.54%-5.9pp | -4.08%-2.3pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $624 | $4,651-86.6% | $3,568-82.5% | $5,609-88.9% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |