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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 | $81,808 | $53,546+52.8% | $69,890+17.1% | $68,490+19.4% |
| Participation rate | 8.6% | 64.5%-56.0pp | 70.5%-61.9pp | 67.9%-59.3pp |
| Annual return | -13.06% | -13.87%+0.8pp | 190.84%-203.9pp | -7.85%-5.2pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $262 | $2,957-91.2% | $3,848-93.2% | $4,028-93.5% |
| Admin fee / account holder | $0 | $4,693-100.0% | $6,267-100.0% | $5,403-100.0% |