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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 | $161,560 | $138,075+17.0% | $123,552+30.8% | $135,379+19.3% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -6.43% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,932 | $6,800-71.6% | $6,426-69.9% | $5,609-65.5% |
| Admin fee / account holder | $30 | $10,917-99.7% | $9,285-99.7% | $10,828-99.7% |