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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 | $70,938 | $67,352+5.3% | $60,899+16.5% | $134,509-47.3% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.1%-44.5pp | 81.2%-52.7pp |
| Annual return | -11.35% | 49.99%-61.3pp | 16.92%-28.3pp | 418.13%-429.5pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |