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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 | $88,074 | $82,678+6.5% | $125,391-29.8% | $68,490+28.6% |
| Participation rate | 26.8% | 75.1%-48.2pp | 82.4%-55.6pp | 67.9%-41.1pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,670 | $6,111-72.7% | $7,448-77.6% | $4,028-58.5% |
| Admin fee / account holder | $98 | $6,277-98.4% | $10,009-99.0% | $5,403-98.2% |