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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 | $17,068 | $92,743-81.6% | $82,744-79.4% | $134,532-87.3% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -16.43% | 946.63%-963.1pp | 702.22%-718.6pp | 418.27%-434.7pp |
| Employer contribution / active EE | $280 | $3,273-91.4% | $3,008-90.7% | $4,741-94.1% |
| Participant deferral / active EE | $570 | $4,802-88.1% | $4,395-87.0% | $6,401-91.1% |
| Admin fee / account holder | $35 | $5,977-99.4% | $5,325-99.3% | $11,429-99.7% |