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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 | $44,137 | $99,668-55.7% | $86,451-48.9% | $134,545-67.2% |
| Participation rate | 61.5% | 82.1%-20.5pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -17.83% | 6789.61%-6807.4pp | 4398.51%-4416.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,995 | $7,249-72.5% | $6,953-71.3% | $6,401-68.8% |
| Admin fee / account holder | $107 | $8,377-98.7% | $6,734-98.4% | $11,431-99.1% |