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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 | $23,818 | $92,219-74.2% | $76,766-69.0% | $135,382-82.4% |
| Participation rate | 4.3% | 79.8%-75.4pp | 77.0%-72.6pp | 82.6%-78.3pp |
| Annual return | -6.59% | 5.46%-12.0pp | 2.43%-9.0pp | 519.77%-526.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $63 | $4,508-98.6% | $3,851-98.4% | $5,609-98.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |