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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 | $13,760 | $67,396-79.6% | $60,919-77.4% | $134,545-89.8% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.1%-35.6pp | 81.2%-43.7pp |
| Annual return | -16.97% | 50.12%-67.1pp | 16.96%-33.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $894 | $4,534-80.3% | $3,814-76.6% | $6,401-86.0% |
| Admin fee / account holder | $23 | $4,590-99.5% | $3,228-99.3% | $11,431-99.8% |