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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 | $31,304 | $67,214-53.4% | $61,491-49.1% | $134,532-76.7% |
| Participation rate | 66.7% | 83.7%-17.0pp | 79.3%-12.7pp | 81.2%-14.6pp |
| Annual return | -15.93% | -12.08%-3.9pp | -12.98%-2.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $6,103-100.0% | $5,188-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,429-100.0% |