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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 | $48,130 | $95,867-49.8% | $79,551-39.5% | $134,493-64.2% |
| Participation rate | 14.3% | 75.0%-60.7pp | 69.5%-55.2pp | 81.2%-66.9pp |
| Annual return | -19.89% | -2.73%-17.2pp | 0.14%-20.0pp | 418.01%-437.9pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,692-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,127-100.0% | $6,833-100.0% | $11,425-100.0% |