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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 | $18,300 | $91,911-80.1% | $68,612-73.3% | $135,380-86.5% |
| Participation rate | 28.6% | 76.7%-48.2pp | 72.2%-43.7pp | 82.6%-54.1pp |
| Annual return | -5.95% | -8.22%+2.3pp | -4.63%-1.3pp | 519.81%-525.8pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $592 | $4,315-86.3% | $3,311-82.1% | $5,609-89.4% |
| Admin fee / account holder | $115 | $9,240-98.8% | $5,131-97.8% | $10,828-98.9% |