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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 | $95,901 | $138,102-30.6% | $125,381-23.5% | $134,532-28.7% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.2pp | 81.2%-59.0pp |
| Annual return | -6.12% | 750.73%-756.8pp | 572.31%-578.4pp | 418.27%-424.4pp |
| Employer contribution / active EE | $57 | $5,245-98.9% | $4,815-98.8% | $4,741-98.8% |
| Participant deferral / active EE | $1,315 | $7,801-83.1% | $7,448-82.3% | $6,401-79.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |