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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 | $42,683 | $138,075-69.1% | $123,552-65.5% | $135,379-68.5% |
| Participation rate | 23.1% | 84.7%-61.7pp | 82.3%-59.2pp | 82.6%-59.6pp |
| Annual return | -1.01% | 153.70%-154.7pp | 119.20%-120.2pp | 519.79%-520.8pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,303 | $6,800-80.8% | $6,426-79.7% | $5,609-76.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |