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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 | $110,595 | $135,645-18.5% | $110,243+0.3% | $135,379-18.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -8.72% | 513.24%-522.0pp | 314.76%-323.5pp | 519.79%-528.5pp |
| Employer contribution / active EE | $166 | $4,907-96.6% | $3,827-95.7% | $4,779-96.5% |
| Participant deferral / active EE | $1,655 | $5,507-70.0% | $4,672-64.6% | $5,609-70.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |