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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 | $90,557 | $82,674+9.5% | $125,363-27.8% | $68,495+32.2% |
| Participation rate | 19.2% | 75.0%-55.8pp | 82.4%-63.1pp | 67.9%-48.7pp |
| Annual return | -13.82% | -5.97%-7.8pp | 572.15%-586.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,926 | $6,111-68.5% | $7,447-74.1% | $4,028-52.2% |
| Admin fee / account holder | $12 | $6,276-99.8% | $10,005-99.9% | $5,403-99.8% |