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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 | $79,249 | $53,546+48.0% | $69,884+13.4% | $68,486+15.7% |
| Participation rate | 1.4% | 64.5%-63.1pp | 70.5%-69.0pp | 67.9%-66.4pp |
| Annual return | -10.84% | -13.87%+3.0pp | 190.81%-201.7pp | -7.85%-3.0pp |
| Employer contribution / active EE | $25 | $2,019-98.8% | $2,560-99.0% | $2,597-99.0% |
| Participant deferral / active EE | $224 | $2,957-92.4% | $3,848-94.2% | $4,028-94.4% |
| Admin fee / account holder | $0 | $4,693-100.0% | $6,266-100.0% | $5,404-100.0% |