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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 | $36,031 | $190,916-81.1% | $160,037-77.5% | $134,545-73.2% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.0%-49.4pp | 81.2%-52.7pp |
| Annual return | -16.96% | 552.79%-569.7pp | 408.95%-425.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $982 | $6,925-85.8% | $6,184-84.1% | $6,401-84.7% |
| Admin fee / account holder | $20 | $10,497-99.8% | $8,716-99.8% | $11,431-99.8% |