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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 | $10,587 | $99,644-89.4% | $86,438-87.8% | $134,532-92.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -20.87% | 6787.26%-6808.1pp | 4397.19%-4418.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,891 | $7,247-73.9% | $6,952-72.8% | $6,401-70.5% |
| Admin fee / account holder | $8 | $8,375-99.9% | $6,733-99.9% | $11,429-99.9% |