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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 | $18,663 | $138,114-86.5% | $125,391-85.1% | $134,545-86.1% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -18.53% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $304 | $7,801-96.1% | $7,448-95.9% | $6,401-95.2% |
| Admin fee / account holder | $151 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |