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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 | $29,588 | $138,076-78.6% | $123,553-76.1% | $135,380-78.1% |
| Participation rate | 22.2% | 84.7%-62.5pp | 82.3%-60.1pp | 82.6%-60.4pp |
| Annual return | -7.63% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $116 | $5,152-97.8% | $4,628-97.5% | $4,779-97.6% |
| Participant deferral / active EE | $367 | $6,800-94.6% | $6,426-94.3% | $5,609-93.5% |
| Admin fee / account holder | $197 | $10,917-98.2% | $9,284-97.9% | $10,828-98.2% |