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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 | $24,184 | $82,324-70.6% | $68,803-64.9% | $134,545-82.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -13.89% | -2.17%-11.7pp | -6.37%-7.5pp | 418.37%-432.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $363 | $4,740-92.3% | $3,942-90.8% | $6,401-94.3% |
| Admin fee / account holder | $9 | $6,485-99.9% | $4,936-99.8% | $11,431-99.9% |