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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 | $12,167 | $88,596-86.3% | $70,098-82.6% | $134,509-91.0% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -11.23% | 442.67%-453.9pp | 190.76%-202.0pp | 418.13%-429.4pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $830 | $4,772-82.6% | $3,849-78.4% | $6,400-87.0% |
| Admin fee / account holder | $110 | $10,441-98.9% | $6,266-98.2% | $11,427-99.0% |