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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 | $46,804 | $160,059-70.8% | $140,019-66.6% | $135,380-65.4% |
| Participation rate | 31.6% | 88.5%-56.9pp | 87.5%-55.9pp | 82.6%-51.1pp |
| Annual return | -6.40% | 911.48%-917.9pp | 651.17%-657.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,789 | $7,641-76.6% | $6,927-74.2% | $5,609-68.1% |
| Admin fee / account holder | $235 | $13,328-98.2% | $10,705-97.8% | $10,828-97.8% |