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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 | $14,016 | $54,370-74.2% | $82,763-83.1% | $68,490-79.5% |
| Participation rate | 17.6% | 63.9%-46.4pp | 72.6%-55.0pp | 67.9%-50.3pp |
| Annual return | -12.93% | -13.67%+0.7pp | 702.45%-715.4pp | -7.85%-5.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $30 | $3,247-99.1% | $4,395-99.3% | $4,028-99.3% |
| Admin fee / account holder | $161 | $4,398-96.3% | $5,325-97.0% | $5,403-97.0% |