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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 | $139,376 | $138,102+0.9% | $125,381+11.2% | $134,532+3.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.87% | 750.73%-769.6pp | 572.31%-591.2pp | 418.27%-437.1pp |
| Employer contribution / active EE | $394 | $5,245-92.5% | $4,815-91.8% | $4,741-91.7% |
| Participant deferral / active EE | $2,314 | $7,801-70.3% | $7,448-68.9% | $6,401-63.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |