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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 | $34,427 | $167,362-79.4% | $143,799-76.1% | $134,532-74.4% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -19.00% | 0.47%-19.5pp | -0.04%-19.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $572 | $6,447-91.1% | $5,638-89.8% | $6,401-91.1% |
| Admin fee / account holder | $40 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |