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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 | $49,612 | $67,214-26.2% | $61,491-19.3% | $134,545-63.1% |
| Participation rate | 14.3% | 83.7%-69.4pp | 79.3%-65.0pp | 81.2%-66.9pp |
| Annual return | -14.19% | -12.08%-2.1pp | -12.98%-1.2pp | 418.37%-432.6pp |
| Employer contribution / active EE | $103 | $4,974-97.9% | $4,246-97.6% | $4,742-97.8% |
| Participant deferral / active EE | $103 | $6,103-98.3% | $5,188-98.0% | $6,401-98.4% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,431-100.0% |