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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 | $6,165 | $82,314-92.5% | $68,808-91.0% | $134,532-95.4% |
| Participation rate | 12.5% | 75.1%-62.6pp | 69.0%-56.5pp | 81.2%-68.7pp |
| Annual return | -19.36% | -2.18%-17.2pp | -6.37%-13.0pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $442 | $4,740-90.7% | $3,942-88.8% | $6,401-93.1% |
| Admin fee / account holder | $24 | $6,484-99.6% | $4,936-99.5% | $11,429-99.8% |