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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 | $67,069 | $142,392-52.9% | $119,622-43.9% | $134,532-50.1% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -17.67% | -12.46%-5.2pp | -14.98%-2.7pp | 418.27%-435.9pp |
| Employer contribution / active EE | $219 | $5,224-95.8% | $4,232-94.8% | $4,741-95.4% |
| Participant deferral / active EE | $1,020 | $6,467-84.2% | $5,601-81.8% | $6,401-84.1% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |