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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 | $31,692 | $92,743-65.8% | $82,744-61.7% | $134,532-76.4% |
| Participation rate | 15.4% | 75.2%-59.8pp | 72.6%-57.2pp | 81.2%-65.8pp |
| Annual return | -19.84% | 946.63%-966.5pp | 702.22%-722.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $866 | $4,802-82.0% | $4,395-80.3% | $6,401-86.5% |
| Admin fee / account holder | $123 | $5,977-98.0% | $5,325-97.7% | $11,429-98.9% |