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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 | $60,546 | $75,962-20.3% | $154,108-60.7% | $64,173-5.7% |
| Participation rate | 5.0% | 70.4%-65.4pp | 83.0%-78.0pp | 69.6%-64.6pp |
| Annual return | -4.13% | 30.32%-34.4pp | 735.21%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $120 | $3,175-96.2% | $5,081-97.6% | $3,470-96.5% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |