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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 | $38,167 | $92,743-58.8% | $82,744-53.9% | $134,532-71.6% |
| Participation rate | 7.7% | 75.2%-67.5pp | 72.6%-64.9pp | 81.2%-73.5pp |
| Annual return | -11.83% | 946.63%-958.5pp | 702.22%-714.1pp | 418.27%-430.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $281 | $4,802-94.2% | $4,395-93.6% | $6,401-95.6% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |