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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 | $35,391 | $135,645-73.9% | $110,243-67.9% | $135,379-73.9% |
| Participation rate | 57.9% | 83.5%-25.6pp | 79.8%-21.9pp | 82.6%-24.7pp |
| Annual return | -5.27% | 513.24%-518.5pp | 314.76%-320.0pp | 519.79%-525.1pp |
| Employer contribution / active EE | $577 | $4,907-88.2% | $3,827-84.9% | $4,779-87.9% |
| Participant deferral / active EE | $1,276 | $5,507-76.8% | $4,672-72.7% | $5,609-77.2% |
| Admin fee / account holder | $44 | $11,458-99.6% | $8,548-99.5% | $10,828-99.6% |