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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 | $31,069 | $180,459-82.8% | $154,108-79.8% | $135,380-77.1% |
| Participation rate | 52.9% | 87.4%-34.5pp | 83.0%-30.1pp | 82.6%-29.7pp |
| Annual return | -2.44% | 888.21%-890.6pp | 735.21%-737.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,376 | $5,806-76.3% | $5,081-72.9% | $5,609-75.5% |
| Admin fee / account holder | $246 | $16,145-98.5% | $13,411-98.2% | $10,828-97.7% |