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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 | $171,157 | $180,466-5.2% | $154,114+11.1% | $135,382+26.4% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -6.87% | 888.15%-895.0pp | 735.16%-742.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $151 | $6,035-97.5% | $5,298-97.1% | $4,779-96.8% |
| Participant deferral / active EE | $311 | $5,806-94.6% | $5,081-93.9% | $5,609-94.5% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |