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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 | $13,916 | $95,917-85.5% | $79,583-82.5% | $134,545-89.7% |
| Participation rate | 6.7% | 75.0%-68.4pp | 69.5%-62.8pp | 81.2%-74.6pp |
| Annual return | -13.86% | -2.70%-11.2pp | 0.16%-14.0pp | 418.37%-432.2pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $198 | $4,694-95.8% | $3,986-95.0% | $6,401-96.9% |
| Admin fee / account holder | $68 | $9,132-99.3% | $6,835-99.0% | $11,431-99.4% |