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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 | $10,942 | $93,098-88.2% | $77,081-85.8% | $134,509-91.9% |
| Participation rate | 15.4% | 74.5%-59.1pp | 67.9%-52.5pp | 81.2%-65.8pp |
| Annual return | -18.84% | 62.63%-81.5pp | 42.33%-61.2pp | 418.13%-437.0pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $444 | $5,239-91.5% | $4,428-90.0% | $6,400-93.1% |
| Admin fee / account holder | $74 | $6,945-98.9% | $5,427-98.6% | $11,427-99.3% |