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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 | $19,792 | $190,879-89.6% | $160,009-87.6% | $134,532-85.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -15.75% | 552.63%-568.4pp | 408.85%-424.6pp | 418.27%-434.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $145 | $6,924-97.9% | $6,183-97.7% | $6,401-97.7% |
| Admin fee / account holder | $100 | $10,495-99.0% | $8,715-98.9% | $11,429-99.1% |