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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 | $36,407 | $142,392-74.4% | $119,622-69.6% | $134,532-72.9% |
| Participation rate | 23.1% | 82.8%-59.7pp | 79.3%-56.2pp | 81.2%-58.2pp |
| Annual return | -15.32% | -12.46%-2.9pp | -14.98%-0.3pp | 418.27%-433.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,818 | $6,467-71.9% | $5,601-67.5% | $6,401-71.6% |
| Admin fee / account holder | $15 | $13,593-99.9% | $10,328-99.9% | $11,429-99.9% |