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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 | $34,198 | $97,761-65.0% | $83,850-59.2% | $135,382-74.7% |
| Participation rate | 25.0% | 80.0%-55.0pp | 76.1%-51.1pp | 82.6%-57.6pp |
| Annual return | -8.36% | 1287.44%-1295.8pp | 850.92%-859.3pp | 519.77%-528.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $330 | $4,682-93.0% | $4,082-91.9% | $5,609-94.1% |
| Admin fee / account holder | $25 | $6,674-99.6% | $5,478-99.5% | $10,829-99.8% |