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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 | $19,075 | $92,684-79.4% | $82,706-76.9% | $134,509-85.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -17.36% | 945.84%-963.2pp | 701.76%-719.1pp | 418.13%-435.5pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $700 | $4,800-85.4% | $4,394-84.1% | $6,400-89.1% |
| Admin fee / account holder | $99 | $5,982-98.3% | $5,329-98.1% | $11,427-99.1% |