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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 | $83,532 | $160,059-47.8% | $140,019-40.3% | $135,379-38.3% |
| Participation rate | 30.0% | 88.5%-58.5pp | 87.5%-57.5pp | 82.6%-52.6pp |
| Annual return | -7.85% | 911.44%-919.3pp | 651.15%-659.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,476 | $7,641-80.7% | $6,927-78.7% | $5,609-73.7% |
| Admin fee / account holder | $239 | $13,328-98.2% | $10,705-97.8% | $10,828-97.8% |