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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 | $55,770 | $92,766-39.9% | $82,763-32.6% | $134,545-58.5% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -16.44% | 946.97%-963.4pp | 702.45%-718.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $896 | $4,802-81.3% | $4,395-79.6% | $6,401-86.0% |
| Admin fee / account holder | $22 | $5,978-99.6% | $5,325-99.6% | $11,431-99.8% |