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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 | $36,719 | $100,805-63.6% | $86,698-57.6% | $134,532-72.7% |
| Participation rate | 16.7% | 79.0%-62.3pp | 76.6%-59.9pp | 81.2%-64.6pp |
| Annual return | -18.45% | 29.09%-47.5pp | 35.95%-54.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $538 | $5,339-89.9% | $4,656-88.4% | $6,401-91.6% |
| Admin fee / account holder | $122 | $10,925-98.9% | $7,493-98.4% | $11,429-98.9% |