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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 | $34,633 | $138,076-74.9% | $123,553-72.0% | $135,380-74.4% |
| Participation rate | 36.4% | 84.7%-48.4pp | 82.3%-45.9pp | 82.6%-46.3pp |
| Annual return | -8.15% | 153.70%-161.9pp | 119.21%-127.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $995 | $6,800-85.4% | $6,426-84.5% | $5,609-82.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |