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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 | $73,883 | $92,219-19.9% | $76,767-3.8% | $135,380-45.4% |
| Participation rate | 5.3% | 79.8%-74.5pp | 77.0%-71.7pp | 82.6%-77.4pp |
| Annual return | -6.80% | 5.46%-12.3pp | 2.43%-9.2pp | 519.81%-526.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $150 | $4,508-96.7% | $3,852-96.1% | $5,609-97.3% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |