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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 | $68,700 | $160,059-57.1% | $140,019-50.9% | $135,380-49.3% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.5%-42.0pp | 82.6%-37.2pp |
| Annual return | -7.69% | 911.48%-919.2pp | 651.17%-658.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,215 | $7,641-84.1% | $6,927-82.5% | $5,609-78.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |