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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 | $56,541 | $133,981-57.8% | $112,249-49.6% | $134,532-58.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.73% | 47.16%-66.9pp | 27.48%-47.2pp | 418.27%-438.0pp |
| Employer contribution / active EE | $717 | $4,040-82.3% | $3,636-80.3% | $4,741-84.9% |
| Participant deferral / active EE | $1,175 | $5,292-77.8% | $4,729-75.2% | $6,401-81.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |