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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 | $65,883 | $138,114-52.3% | $125,391-47.5% | $134,545-51.0% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -16.04% | 750.88%-766.9pp | 572.41%-588.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $38 | $5,246-99.3% | $4,816-99.2% | $4,742-99.2% |
| Participant deferral / active EE | $874 | $7,801-88.8% | $7,448-88.3% | $6,401-86.3% |
| Admin fee / account holder | $10 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |