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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 | $71,697 | $135,645-47.1% | $110,243-35.0% | $135,379-47.0% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -7.90% | 513.24%-521.1pp | 314.76%-322.7pp | 519.79%-527.7pp |
| Employer contribution / active EE | $712 | $4,907-85.5% | $3,827-81.4% | $4,779-85.1% |
| Participant deferral / active EE | $652 | $5,507-88.2% | $4,672-86.0% | $5,609-88.4% |
| Admin fee / account holder | $106 | $11,458-99.1% | $8,548-98.8% | $10,828-99.0% |