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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 | $28,052 | $154,159-81.8% | $130,026-78.4% | $139,456-79.9% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.5%-36.8pp | 80.3%-38.7pp |
| Annual return | 13.69% | 32.50%-18.8pp | -137.26%+150.9pp | 373.45%-359.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $702 | $6,710-89.5% | $5,821-87.9% | $6,711-89.5% |
| Admin fee / account holder | -$498 | $14,001-103.6% | $10,608-104.7% | $11,407-104.4% |