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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 | $32,149 | $197,819-83.7% | $155,789-79.4% | $125,389-74.4% |
| Participation rate | 47.4% | 82.1%-34.7pp | 76.1%-28.7pp | 83.2%-35.8pp |
| Annual return | -2.40% | 86.73%-89.1pp | 71.54%-73.9pp | 282.24%-284.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $859 | $5,631-84.7% | $4,798-82.1% | $5,352-83.9% |
| Admin fee / account holder | $221 | $9,544-97.7% | $7,477-97.0% | $9,541-97.7% |