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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 | $124,492 | $167,533-25.7% | $151,645-17.9% | $134,545-7.5% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -14.81% | 7.81%-22.6pp | 3.34%-18.1pp | 418.37%-433.2pp |
| Employer contribution / active EE | $218 | $6,828-96.8% | $6,165-96.5% | $4,742-95.4% |
| Participant deferral / active EE | $1,558 | $8,985-82.7% | $8,363-81.4% | $6,401-75.7% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |