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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 | $88,783 | $82,678+7.4% | $125,391-29.2% | $68,490+29.6% |
| Participation rate | 4.2% | 75.1%-70.9pp | 82.4%-78.2pp | 67.9%-63.7pp |
| Annual return | -17.00% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |