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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 | $106,162 | $138,075-23.1% | $123,552-14.1% | $135,379-21.6% |
| Participation rate | 8.3% | 84.7%-76.4pp | 82.3%-74.0pp | 82.6%-74.3pp |
| Annual return | -8.57% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $800 | $5,152-84.5% | $4,628-82.7% | $4,779-83.3% |
| Participant deferral / active EE | $1,542 | $6,800-77.3% | $6,426-76.0% | $5,609-72.5% |
| Admin fee / account holder | $203 | $10,917-98.1% | $9,285-97.8% | $10,828-98.1% |