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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 | $115,224 | $92,743+24.2% | $82,744+39.3% | $134,532-14.4% |
| Participation rate | 4.8% | 75.2%-70.4pp | 72.6%-67.8pp | 81.2%-76.5pp |
| Annual return | -20.06% | 946.63%-966.7pp | 702.22%-722.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $583 | $4,802-87.9% | $4,395-86.7% | $6,401-90.9% |
| Admin fee / account holder | $120 | $5,977-98.0% | $5,325-97.7% | $11,429-98.9% |