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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 | $93,067 | $138,102-32.6% | $125,381-25.8% | $134,532-30.8% |
| Participation rate | 14.3% | 84.5%-70.2pp | 82.4%-68.1pp | 81.2%-66.9pp |
| Annual return | -10.51% | 750.73%-761.2pp | 572.31%-582.8pp | 418.27%-428.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |