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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 | $13,881 | $82,324-83.1% | $68,803-79.8% | $134,545-89.7% |
| Participation rate | 29.4% | 75.1%-45.6pp | 69.0%-39.6pp | 81.2%-51.8pp |
| Annual return | -16.35% | -2.17%-14.2pp | -6.37%-10.0pp | 418.37%-434.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $936 | $4,740-80.3% | $3,942-76.3% | $6,401-85.4% |
| Admin fee / account holder | $137 | $6,485-97.9% | $4,936-97.2% | $11,431-98.8% |