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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 | $11,338 | $92,766-87.8% | $82,763-86.3% | $134,545-91.6% |
| Participation rate | 15.4% | 75.2%-59.8pp | 72.6%-57.2pp | 81.2%-65.8pp |
| Annual return | -12.50% | 946.97%-959.5pp | 702.45%-715.0pp | 418.37%-430.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $542 | $4,802-88.7% | $4,395-87.7% | $6,401-91.5% |
| Admin fee / account holder | $49 | $5,978-99.2% | $5,325-99.1% | $11,431-99.6% |