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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 | $31,501 | $138,076-77.2% | $123,553-74.5% | $135,380-76.7% |
| Participation rate | 31.6% | 84.7%-53.2pp | 82.3%-50.7pp | 82.6%-51.1pp |
| Annual return | -8.12% | 153.70%-161.8pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $844 | $6,800-87.6% | $6,426-86.9% | $5,609-85.0% |
| Admin fee / account holder | $186 | $10,917-98.3% | $9,284-98.0% | $10,828-98.3% |