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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 | $15,381 | $90,467-83.0% | $93,759-83.6% | $134,532-88.6% |
| Participation rate | 10.5% | 82.0%-71.5pp | 81.0%-70.4pp | 81.2%-70.7pp |
| Annual return | -19.88% | -15.72%-4.2pp | -11.33%-8.6pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,003 | $5,980-83.2% | $6,096-83.5% | $6,401-84.3% |
| Admin fee / account holder | $72 | $9,258-99.2% | $7,197-99.0% | $11,429-99.4% |