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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 | $17,777 | $138,114-87.1% | $125,391-85.8% | $134,545-86.8% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -17.95% | 750.88%-768.8pp | 572.41%-590.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $867 | $5,246-83.5% | $4,816-82.0% | $4,742-81.7% |
| Participant deferral / active EE | $1,201 | $7,801-84.6% | $7,448-83.9% | $6,401-81.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |