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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 | $92,835 | $138,102-32.8% | $125,381-26.0% | $134,532-31.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.22% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $253 | $5,245-95.2% | $4,815-94.8% | $4,741-94.7% |
| Participant deferral / active EE | $673 | $7,801-91.4% | $7,448-91.0% | $6,401-89.5% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |