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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 | $70,736 | $133,981-47.2% | $112,249-37.0% | $134,532-47.4% |
| Participation rate | 21.7% | 78.6%-56.8pp | 75.1%-53.3pp | 81.2%-59.5pp |
| Annual return | -14.66% | 47.16%-61.8pp | 27.48%-42.1pp | 418.27%-432.9pp |
| Employer contribution / active EE | $613 | $4,040-84.8% | $3,636-83.2% | $4,741-87.1% |
| Participant deferral / active EE | $1,044 | $5,292-80.3% | $4,729-77.9% | $6,401-83.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |