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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 | $43,082 | $93,098-53.7% | $77,081-44.1% | $134,509-68.0% |
| Participation rate | 40.9% | 74.5%-33.6pp | 67.9%-27.0pp | 81.2%-40.3pp |
| Annual return | -21.41% | 62.63%-84.0pp | 42.33%-63.7pp | 418.13%-439.5pp |
| Employer contribution / active EE | $68 | $3,419-98.0% | $2,813-97.6% | $4,741-98.6% |
| Participant deferral / active EE | $695 | $5,239-86.7% | $4,428-84.3% | $6,400-89.1% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |