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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 | $99,041 | $100,805-1.7% | $86,698+14.2% | $134,532-26.4% |
| Participation rate | 27.3% | 79.0%-51.7pp | 76.6%-49.3pp | 81.2%-54.0pp |
| Annual return | -19.05% | 29.09%-48.1pp | 35.95%-55.0pp | 418.27%-437.3pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,227 | $5,339-77.0% | $4,656-73.6% | $6,401-80.8% |
| Admin fee / account holder | $158 | $10,925-98.6% | $7,493-97.9% | $11,429-98.6% |