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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 | $30,825 | $97,729-68.5% | $83,830-63.2% | $135,379-77.2% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -3.18% | 1287.52%-1290.7pp | 850.97%-854.2pp | 519.79%-523.0pp |
| Employer contribution / active EE | $237 | $4,222-94.4% | $3,631-93.5% | $4,779-95.0% |
| Participant deferral / active EE | $1,096 | $4,683-76.6% | $4,082-73.1% | $5,609-80.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |