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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 | $35,669 | $93,098-61.7% | $77,081-53.7% | $134,509-73.5% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -12.55% | 62.63%-75.2pp | 42.33%-54.9pp | 418.13%-430.7pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $533 | $5,239-89.8% | $4,428-88.0% | $6,400-91.7% |
| Admin fee / account holder | $40 | $6,945-99.4% | $5,427-99.3% | $11,427-99.6% |