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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 | $6,442 | $82,324-92.2% | $68,803-90.6% | $134,545-95.2% |
| Participation rate | 20.0% | 75.1%-55.1pp | 69.0%-49.0pp | 81.2%-61.2pp |
| Annual return | -11.98% | -2.17%-9.8pp | -6.37%-5.6pp | 418.37%-430.4pp |
| Employer contribution / active EE | $265 | $3,302-92.0% | $2,656-90.0% | $4,742-94.4% |
| Participant deferral / active EE | $587 | $4,740-87.6% | $3,942-85.1% | $6,401-90.8% |
| Admin fee / account holder | $35 | $6,485-99.5% | $4,936-99.3% | $11,431-99.7% |