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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 | $95,917-49.8% | $79,583-39.5% | $134,545-64.2% |
| Participation rate | 14.3% | 75.0%-60.8pp | 69.5%-55.2pp | 81.2%-66.9pp |
| Annual return | -19.89% | -2.70%-17.2pp | 0.16%-20.1pp | 418.37%-438.3pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |