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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 | $58,959 | $138,072-57.3% | $123,549-52.3% | $135,382-56.4% |
| Participation rate | 69.6% | 84.7%-15.2pp | 82.3%-12.7pp | 82.6%-13.1pp |
| Annual return | -5.33% | 153.69%-159.0pp | 119.20%-124.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $554 | $5,152-89.3% | $4,628-88.0% | $4,779-88.4% |
| Participant deferral / active EE | $1,506 | $6,799-77.9% | $6,426-76.6% | $5,609-73.2% |
| Admin fee / account holder | $283 | $10,917-97.4% | $9,284-96.9% | $10,829-97.4% |