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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 | $41,395 | $97,732-57.6% | $83,831-50.6% | $135,380-69.4% |
| Participation rate | 6.3% | 80.0%-73.7pp | 76.1%-69.9pp | 82.6%-76.4pp |
| Annual return | -3.65% | 1287.56%-1291.2pp | 850.99%-854.6pp | 519.81%-523.5pp |
| Employer contribution / active EE | $88 | $4,222-97.9% | $3,631-97.6% | $4,779-98.2% |
| Participant deferral / active EE | $321 | $4,683-93.2% | $4,082-92.1% | $5,609-94.3% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |