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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 | $50,174 | $133,981-62.6% | $112,249-55.3% | $134,532-62.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -19.67% | 47.16%-66.8pp | 27.48%-47.2pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,344 | $5,292-74.6% | $4,729-71.6% | $6,401-79.0% |
| Admin fee / account holder | $24 | $7,492-99.7% | $6,412-99.6% | $11,429-99.8% |