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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 | $7,202 | $92,766-92.2% | $82,763-91.3% | $134,545-94.6% |
| Participation rate | 7.7% | 75.2%-67.5pp | 72.6%-64.9pp | 81.2%-73.5pp |
| Annual return | -16.48% | 946.97%-963.5pp | 702.45%-718.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $425 | $4,802-91.1% | $4,395-90.3% | $6,401-93.4% |
| Admin fee / account holder | $71 | $5,978-98.8% | $5,325-98.7% | $11,431-99.4% |