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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 | $101,820 | $90,320+12.7% | $59,496+71.1% | $125,389-18.8% |
| Participation rate | 42.9% | 68.3%-25.4pp | 54.6%-11.7pp | 83.2%-40.3pp |
| Annual return | -3.75% | 369.13%-372.9pp | 182.05%-185.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |