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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 | $33,029 | $138,075-76.1% | $123,552-73.3% | $135,379-75.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.66% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.4pp |
| Employer contribution / active EE | $639 | $5,152-87.6% | $4,628-86.2% | $4,779-86.6% |
| Participant deferral / active EE | $1,596 | $6,800-76.5% | $6,426-75.2% | $5,609-71.5% |
| Admin fee / account holder | $112 | $10,917-99.0% | $9,285-98.8% | $10,828-99.0% |