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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 | $36,587 | $138,102-73.5% | $125,381-70.8% | $134,532-72.8% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -10.50% | 750.73%-761.2pp | 572.31%-582.8pp | 418.27%-428.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $609 | $7,801-92.2% | $7,448-91.8% | $6,401-90.5% |
| Admin fee / account holder | $107 | $11,568-99.1% | $10,007-98.9% | $11,429-99.1% |