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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 | $138,600 | $138,102+0.4% | $125,381+10.5% | $134,532+3.0% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -14.74% | 750.73%-765.5pp | 572.31%-587.0pp | 418.27%-433.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,481 | $7,801-68.2% | $7,448-66.7% | $6,401-61.2% |
| Admin fee / account holder | $258 | $11,568-97.8% | $10,007-97.4% | $11,429-97.7% |