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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 | $51,514 | $138,072-62.7% | $123,549-58.3% | $135,382-61.9% |
| Participation rate | 22.2% | 84.7%-62.5pp | 82.3%-60.1pp | 82.6%-60.4pp |
| Annual return | -9.06% | 153.69%-162.8pp | 119.20%-128.3pp | 519.77%-528.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $521 | $6,799-92.3% | $6,426-91.9% | $5,609-90.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |