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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 | $34,557 | $138,102-75.0% | $125,381-72.4% | $134,532-74.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.46% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,367 | $7,801-82.5% | $7,448-81.6% | $6,401-78.6% |
| Admin fee / account holder | $108 | $11,568-99.1% | $10,007-98.9% | $11,429-99.1% |