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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 | $11,513 | $95,915-88.0% | $79,580-85.5% | $134,532-91.4% |
| Participation rate | 35.3% | 75.0%-39.7pp | 69.5%-34.2pp | 81.2%-45.9pp |
| Annual return | -17.31% | -2.71%-14.6pp | 0.15%-17.5pp | 418.27%-435.6pp |
| Employer contribution / active EE | $209 | $3,129-93.3% | $2,413-91.3% | $4,741-95.6% |
| Participant deferral / active EE | $837 | $4,693-82.2% | $3,985-79.0% | $6,401-86.9% |
| Admin fee / account holder | $81 | $9,132-99.1% | $6,835-98.8% | $11,429-99.3% |