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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 | $109,634 | $180,466-39.2% | $154,114-28.9% | $135,382-19.0% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -4.56% | 888.15%-892.7pp | 735.16%-739.7pp | 519.77%-524.3pp |
| Employer contribution / active EE | $619 | $6,035-89.7% | $5,298-88.3% | $4,779-87.1% |
| Participant deferral / active EE | $619 | $5,806-89.3% | $5,081-87.8% | $5,609-89.0% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |