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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 | $13,206 | $54,357-75.7% | $82,706-84.0% | $68,495-80.7% |
| Participation rate | 4.3% | 63.9%-59.6pp | 72.6%-68.2pp | 67.9%-63.5pp |
| Annual return | -19.52% | -13.67%-5.8pp | 701.76%-721.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $85 | $3,246-97.4% | $4,394-98.1% | $4,028-97.9% |
| Admin fee / account holder | $0 | $4,396-100.0% | $5,329-100.0% | $5,403-100.0% |