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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 | $14,945 | $75,962-80.3% | $154,108-90.3% | $64,173-76.7% |
| Participation rate | 24.6% | 70.4%-45.8pp | 83.0%-58.4pp | 69.6%-45.0pp |
| Annual return | -0.04% | 30.32%-30.4pp | 735.21%-735.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $823 | $3,175-74.1% | $5,081-83.8% | $3,470-76.3% |
| Admin fee / account holder | $85 | $5,589-98.5% | $13,411-99.4% | $4,887-98.3% |