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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 | $25,014 | $99,644-74.9% | $86,438-71.1% | $134,532-81.4% |
| Participation rate | 37.5% | 82.1%-44.6pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -17.32% | 6787.26%-6804.6pp | 4397.19%-4414.5pp | 418.27%-435.6pp |
| Employer contribution / active EE | $107 | $4,402-97.6% | $3,769-97.2% | $4,741-97.8% |
| Participant deferral / active EE | $677 | $7,247-90.7% | $6,952-90.3% | $6,401-89.4% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |