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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 | $9,246 | $92,743-90.0% | $82,744-88.8% | $134,532-93.1% |
| Participation rate | 11.8% | 75.2%-63.4pp | 72.6%-60.8pp | 81.2%-69.5pp |
| Annual return | -14.22% | 946.63%-960.9pp | 702.22%-716.4pp | 418.27%-432.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $331 | $4,802-93.1% | $4,395-92.5% | $6,401-94.8% |
| Admin fee / account holder | $106 | $5,977-98.2% | $5,325-98.0% | $11,429-99.1% |