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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 | $144,209 | $167,362-13.8% | $143,799+0.3% | $134,532+7.2% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -12.39% | 0.47%-12.9pp | -0.04%-12.3pp | 418.27%-430.7pp |
| Employer contribution / active EE | $688 | $5,620-87.8% | $4,952-86.1% | $4,741-85.5% |
| Participant deferral / active EE | $688 | $6,447-89.3% | $5,638-87.8% | $6,401-89.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |