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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 | $32,003 | $138,102-76.8% | $125,381-74.5% | $134,532-76.2% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -19.61% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,563 | $7,801-80.0% | $7,448-79.0% | $6,401-75.6% |
| Admin fee / account holder | $167 | $11,568-98.6% | $10,007-98.3% | $11,429-98.5% |