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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 | $56,730 | $180,459-68.6% | $154,108-63.2% | $135,380-58.1% |
| Participation rate | 6.7% | 87.4%-80.8pp | 83.0%-76.4pp | 82.6%-76.0pp |
| Annual return | -4.72% | 888.21%-892.9pp | 735.21%-739.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,600 | $5,806-72.4% | $5,081-68.5% | $5,609-71.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |