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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 | $97,784 | $131,835-25.8% | $108,582-9.9% | $273,972-64.3% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 11.11% | -91.57%+102.7pp | -51.70%+62.8pp | 41.46%-30.3pp |
| Employer contribution / active EE | $633 | $4,913-87.1% | $3,758-83.1% | $4,869-87.0% |
| Participant deferral / active EE | $741 | $5,127-85.6% | $4,311-82.8% | $5,287-86.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |