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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 | $79,003 | $190,916-58.6% | $160,037-50.6% | $134,545-41.3% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.0%-49.4pp | 81.2%-52.7pp |
| Annual return | -19.82% | 552.79%-572.6pp | 408.95%-428.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $309 | $6,925-95.5% | $6,184-95.0% | $6,401-95.2% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |