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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 | $45,051 | $75,962-40.7% | $154,108-70.8% | $64,173-29.8% |
| Participation rate | 17.9% | 70.4%-52.5pp | 83.0%-65.1pp | 69.6%-51.6pp |
| Annual return | -3.22% | 30.32%-33.5pp | 735.21%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $794 | $3,175-75.0% | $5,081-84.4% | $3,470-77.1% |
| Admin fee / account holder | $104 | $5,589-98.1% | $13,411-99.2% | $4,887-97.9% |