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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 | $2,854 | $27,632-89.7% | $61,452-95.4% | $68,486-95.8% |
| Participation rate | 3.9% | 39.5%-35.6pp | 52.6%-48.6pp | 67.9%-63.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $83 | $696-88.1% | $1,160-92.8% | $2,597-96.8% |
| Participant deferral / active EE | $107 | $1,264-91.5% | $2,125-95.0% | $4,028-97.3% |
| Admin fee / account holder | $24 | $2,010-98.8% | $2,131-98.9% | $5,404-99.6% |