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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 | $58,588 | $168,635-65.3% | $147,617-60.3% | $125,389-53.3% |
| Participation rate | 41.7% | 88.8%-47.1pp | 84.6%-43.0pp | 83.2%-41.5pp |
| Annual return | -2.03% | 77.65%-79.7pp | 61.98%-64.0pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $174 | $5,507-96.8% | $4,895-96.5% | $5,352-96.8% |
| Admin fee / account holder | $123 | $13,580-99.1% | $11,612-98.9% | $9,541-98.7% |