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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 | $102,202 | $95,915+6.6% | $79,580+28.4% | $134,532-24.0% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -13.09% | -2.71%-10.4pp | 0.15%-13.2pp | 418.27%-431.4pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $43 | $9,132-99.5% | $6,835-99.4% | $11,429-99.6% |