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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 | $124,263 | $142,361-12.7% | $119,608+3.9% | $134,509-7.6% |
| Participation rate | 52.6% | 82.8%-30.2pp | 79.3%-26.6pp | 81.2%-28.6pp |
| Annual return | -13.28% | -12.46%-0.8pp | -14.98%+1.7pp | 418.13%-431.4pp |
| Employer contribution / active EE | $924 | $5,224-82.3% | $4,232-78.2% | $4,741-80.5% |
| Participant deferral / active EE | $1,768 | $6,468-72.7% | $5,601-68.4% | $6,400-72.4% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |