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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 | $20,996 | $90,607-76.8% | $79,467-73.6% | $135,380-84.5% |
| Participation rate | 5.9% | 76.0%-70.2pp | 73.3%-67.5pp | 82.6%-76.8pp |
| Annual return | -6.55% | 977.74%-984.3pp | 718.30%-724.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $135 | $4,050-96.7% | $3,704-96.3% | $5,609-97.6% |
| Admin fee / account holder | $20 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |