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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 | $80,243 | $167,352-52.1% | $143,788-44.2% | $134,509-40.3% |
| Participation rate | 11.1% | 84.8%-73.7pp | 80.3%-69.2pp | 81.2%-70.1pp |
| Annual return | -17.40% | 0.47%-17.9pp | -0.03%-17.4pp | 418.13%-435.5pp |
| Employer contribution / active EE | $220 | $5,620-96.1% | $4,952-95.6% | $4,741-95.4% |
| Participant deferral / active EE | $200 | $6,447-96.9% | $5,638-96.5% | $6,400-96.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |