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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 | $57,158 | $138,076-58.6% | $123,553-53.7% | $135,380-57.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -1.26% | 153.70%-155.0pp | 119.21%-120.5pp | 519.81%-521.1pp |
| Employer contribution / active EE | $633 | $5,152-87.7% | $4,628-86.3% | $4,779-86.7% |
| Participant deferral / active EE | $567 | $6,800-91.7% | $6,426-91.2% | $5,609-89.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |