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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 | $15,442 | $190,879-91.9% | $160,009-90.3% | $134,532-88.5% |
| Participation rate | 23.5% | 82.0%-58.4pp | 78.0%-54.4pp | 81.2%-57.7pp |
| Annual return | -14.38% | 552.63%-567.0pp | 408.85%-423.2pp | 418.27%-432.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $375 | $6,924-94.6% | $6,183-93.9% | $6,401-94.1% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |