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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 | $89,247 | $64,719+37.9% | $112,249-20.5% | $68,486+30.3% |
| Participation rate | 12.1% | 67.2%-55.0pp | 75.1%-62.9pp | 67.9%-55.8pp |
| Annual return | -7.39% | -11.40%+4.0pp | 27.48%-34.9pp | -7.85%+0.5pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $721 | $3,565-79.8% | $4,729-84.7% | $4,028-82.1% |
| Admin fee / account holder | $8 | $5,232-99.9% | $6,412-99.9% | $5,404-99.9% |