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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 | $24,726 | $138,114-82.1% | $125,391-80.3% | $134,545-81.6% |
| Participation rate | 12.5% | 84.5%-72.0pp | 82.4%-69.9pp | 81.2%-68.7pp |
| Annual return | -19.67% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,544 | $7,801-80.2% | $7,448-79.3% | $6,401-75.9% |
| Admin fee / account holder | $188 | $11,570-98.4% | $10,009-98.1% | $11,431-98.4% |