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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 | $36,449 | $131,835-72.4% | $108,582-66.4% | $273,972-86.7% |
| Participation rate | 16.7% | 83.5%-66.8pp | 79.6%-62.9pp | 83.0%-66.3pp |
| Annual return | 11.17% | -91.57%+102.7pp | -51.70%+62.9pp | 41.46%-30.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $75 | $10,253-99.3% | $7,645-99.0% | $10,133-99.3% |