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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 | $31,961 | $92,684-65.5% | $82,706-61.4% | $134,509-76.2% |
| Participation rate | 31.8% | 75.2%-43.4pp | 72.6%-40.7pp | 81.2%-49.4pp |
| Annual return | -9.66% | 945.84%-955.5pp | 701.76%-711.4pp | 418.13%-427.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $790 | $4,800-83.5% | $4,394-82.0% | $6,400-87.7% |
| Admin fee / account holder | $144 | $5,982-97.6% | $5,329-97.3% | $11,427-98.7% |