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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 | $37,026 | $134,001-72.4% | $112,258-67.0% | $134,509-72.5% |
| Participation rate | 9.5% | 78.6%-69.0pp | 75.1%-65.5pp | 81.2%-71.7pp |
| Annual return | -11.40% | 47.15%-58.6pp | 27.47%-38.9pp | 418.13%-429.5pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $619 | $5,291-88.3% | $4,728-86.9% | $6,400-90.3% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |