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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 | $17,941 | $138,078-87.0% | $125,363-85.7% | $134,509-86.7% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -13.00% | 750.49%-763.5pp | 572.15%-585.2pp | 418.13%-431.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,312 | $7,800-83.2% | $7,447-82.4% | $6,400-79.5% |
| Admin fee / account holder | $134 | $11,566-98.8% | $10,005-98.7% | $11,427-98.8% |