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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 | $34,437 | $138,072-75.1% | $123,549-72.1% | $135,382-74.6% |
| Participation rate | 27.8% | 84.7%-57.0pp | 82.3%-54.5pp | 82.6%-54.9pp |
| Annual return | -8.70% | 153.69%-162.4pp | 119.20%-127.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $676 | $5,152-86.9% | $4,628-85.4% | $4,779-85.9% |
| Participant deferral / active EE | $2,177 | $6,799-68.0% | $6,426-66.1% | $5,609-61.2% |
| Admin fee / account holder | $273 | $10,917-97.5% | $9,284-97.1% | $10,829-97.5% |