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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 | $42,648 | $135,645-68.6% | $110,243-61.3% | $135,380-68.5% |
| Participation rate | 61.1% | 83.5%-22.3pp | 79.8%-18.7pp | 82.6%-21.5pp |
| Annual return | -7.04% | 513.24%-520.3pp | 314.76%-321.8pp | 519.81%-526.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $393 | $5,507-92.9% | $4,672-91.6% | $5,609-93.0% |
| Admin fee / account holder | $216 | $11,458-98.1% | $8,548-97.5% | $10,828-98.0% |