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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 | $143,808 | $168,636-14.7% | $147,618-2.6% | $125,388+14.7% |
| Participation rate | 25.0% | 88.8%-63.8pp | 84.6%-59.6pp | 83.2%-58.2pp |
| Annual return | -1.37% | 77.65%-79.0pp | 61.98%-63.3pp | 282.24%-283.6pp |
| Employer contribution / active EE | $521 | $6,252-91.7% | $5,565-90.6% | $4,866-89.3% |
| Participant deferral / active EE | $1,441 | $5,507-73.8% | $4,895-70.6% | $5,352-73.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |