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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 | $10,470 | $95,915-89.1% | $79,580-86.8% | $134,532-92.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -20.02% | -2.71%-17.3pp | 0.15%-20.2pp | 418.27%-438.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $58 | $4,693-98.8% | $3,985-98.6% | $6,401-99.1% |
| Admin fee / account holder | $257 | $9,132-97.2% | $6,835-96.2% | $11,429-97.8% |