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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 | $24,775 | $190,916-87.0% | $160,037-84.5% | $134,545-81.6% |
| Participation rate | 58.3% | 82.0%-23.6pp | 78.0%-19.7pp | 81.2%-22.9pp |
| Annual return | -17.42% | 552.79%-570.2pp | 408.95%-426.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,159 | $6,925-83.3% | $6,184-81.3% | $6,401-81.9% |
| Admin fee / account holder | $46 | $10,497-99.6% | $8,716-99.5% | $11,431-99.6% |