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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 | $20,291 | $138,102-85.3% | $125,381-83.8% | $134,532-84.9% |
| Participation rate | 13.3% | 84.5%-71.2pp | 82.4%-69.0pp | 81.2%-67.9pp |
| Annual return | -20.22% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $405 | $7,801-94.8% | $7,448-94.6% | $6,401-93.7% |
| Admin fee / account holder | $47 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |