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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 | $21,775 | $138,072-84.2% | $123,549-82.4% | $135,382-83.9% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -3.03% | 153.69%-156.7pp | 119.20%-122.2pp | 519.77%-522.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,007 | $6,799-85.2% | $6,426-84.3% | $5,609-82.0% |
| Admin fee / account holder | $133 | $10,917-98.8% | $9,284-98.6% | $10,829-98.8% |