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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 | $12,492 | $54,357-77.0% | $82,706-84.9% | $68,495-81.8% |
| Participation rate | 8.6% | 63.9%-55.4pp | 72.6%-64.0pp | 67.9%-59.3pp |
| Annual return | -18.11% | -13.67%-4.4pp | 701.76%-719.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $286 | $3,246-91.2% | $4,394-93.5% | $4,028-92.9% |
| Admin fee / account holder | $43 | $4,396-99.0% | $5,329-99.2% | $5,403-99.2% |