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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 | $13,399 | $95,188-85.9% | $76,518-82.5% | $135,380-90.1% |
| Participation rate | 26.7% | 74.4%-47.7pp | 68.0%-41.3pp | 82.6%-56.0pp |
| Annual return | -5.83% | 4.85%-10.7pp | -0.27%-5.6pp | 519.81%-525.6pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $346 | $4,640-92.5% | $3,836-91.0% | $5,609-93.8% |
| Admin fee / account holder | $161 | $6,249-97.4% | $4,849-96.7% | $10,828-98.5% |