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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 | $86,267 | $168,635-48.8% | $147,617-41.6% | $125,389-31.2% |
| Participation rate | 16.7% | 88.8%-72.1pp | 84.6%-68.0pp | 83.2%-66.5pp |
| Annual return | -2.23% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $327 | $6,252-94.8% | $5,564-94.1% | $4,866-93.3% |
| Participant deferral / active EE | $1,517 | $5,507-72.5% | $4,895-69.0% | $5,352-71.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |