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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 | $20,438 | $133,998-84.7% | $112,263-81.8% | $134,545-84.8% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -19.37% | 47.17%-66.5pp | 27.49%-46.9pp | 418.37%-437.7pp |
| Employer contribution / active EE | $442 | $4,040-89.1% | $3,636-87.8% | $4,742-90.7% |
| Participant deferral / active EE | $1,268 | $5,292-76.1% | $4,729-73.2% | $6,401-80.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |