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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 | $15,692 | $138,102-88.6% | $125,381-87.5% | $134,532-88.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.88% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $583 | $5,245-88.9% | $4,815-87.9% | $4,741-87.7% |
| Participant deferral / active EE | $845 | $7,801-89.2% | $7,448-88.7% | $6,401-86.8% |
| Admin fee / account holder | $85 | $11,568-99.3% | $10,007-99.1% | $11,429-99.3% |