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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 | $128,207 | $92,219+39.0% | $76,767+67.0% | $135,380-5.3% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -5.78% | 5.46%-11.2pp | 2.43%-8.2pp | 519.81%-525.6pp |
| Employer contribution / active EE | $420 | $3,216-86.9% | $2,485-83.1% | $4,779-91.2% |
| Participant deferral / active EE | $525 | $4,508-88.4% | $3,852-86.4% | $5,609-90.6% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |