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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 | $14,288 | $107,030-86.7% | $73,550-80.6% | $147,586-90.3% |
| Participation rate | 56.5% | 66.4%-9.9pp | 54.9%+1.6pp | 82.8%-26.3pp |
| Annual return | 13.36% | 38.25%-24.9pp | -15.16%+28.5pp | 578.59%-565.2pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $2,458-100.0% | $1,804-100.0% | $5,439-100.0% |
| Admin fee / account holder | $264 | $3,055-91.4% | $2,320-88.6% | $10,886-97.6% |