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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 | $15,285 | $138,078-88.9% | $125,363-87.8% | $134,509-88.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -15.10% | 750.49%-765.6pp | 572.15%-587.2pp | 418.13%-433.2pp |
| Employer contribution / active EE | $408 | $5,245-92.2% | $4,815-91.5% | $4,741-91.4% |
| Participant deferral / active EE | $408 | $7,800-94.8% | $7,447-94.5% | $6,400-93.6% |
| Admin fee / account holder | $81 | $11,566-99.3% | $10,005-99.2% | $11,427-99.3% |