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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 | $115,937 | $131,835-12.1% | $108,582+6.8% | $273,970-57.7% |
| Participation rate | 57.1% | 83.5%-26.3pp | 79.6%-22.4pp | 83.0%-25.9pp |
| Annual return | 6.69% | -91.57%+98.3pp | -51.70%+58.4pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $907 | $5,127-82.3% | $4,311-79.0% | $5,287-82.8% |
| Admin fee / account holder | $50 | $10,253-99.5% | $7,645-99.3% | $10,132-99.5% |