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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 | $24,534 | $95,917-74.4% | $79,583-69.2% | $134,545-81.8% |
| Participation rate | 6.7% | 75.0%-68.4pp | 69.5%-62.8pp | 81.2%-74.6pp |
| Annual return | -13.24% | -2.70%-10.5pp | 0.16%-13.4pp | 418.37%-431.6pp |
| Employer contribution / active EE | $138 | $3,129-95.6% | $2,414-94.3% | $4,742-97.1% |
| Participant deferral / active EE | $172 | $4,694-96.3% | $3,986-95.7% | $6,401-97.3% |
| Admin fee / account holder | $191 | $9,132-97.9% | $6,835-97.2% | $11,431-98.3% |