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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 | $8,310 | $92,766-91.0% | $82,763-90.0% | $134,545-93.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -18.29% | 946.97%-965.3pp | 702.45%-720.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $286 | $3,273-91.3% | $3,008-90.5% | $4,742-94.0% |
| Participant deferral / active EE | $888 | $4,802-81.5% | $4,395-79.8% | $6,401-86.1% |
| Admin fee / account holder | $10 | $5,978-99.8% | $5,325-99.8% | $11,431-99.9% |