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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 | $29,193 | $167,352-82.6% | $143,788-79.7% | $134,509-78.3% |
| Participation rate | 5.9% | 84.8%-78.9pp | 80.3%-74.4pp | 81.2%-75.3pp |
| Annual return | -16.22% | 0.47%-16.7pp | -0.03%-16.2pp | 418.13%-434.4pp |
| Employer contribution / active EE | $718 | $5,620-87.2% | $4,952-85.5% | $4,741-84.9% |
| Participant deferral / active EE | $1,588 | $6,447-75.4% | $5,638-71.8% | $6,400-75.2% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |