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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 | $64,720 | $56,197+15.2% | $67,652-4.3% | $59,633+8.5% |
| Participation rate | 26.5% | 71.5%-45.0pp | 75.7%-49.2pp | 68.7%-42.2pp |
| Annual return | -2.01% | 18508.10%-18510.1pp | 6625.40%-6627.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $202 | $1,615-87.5% | $2,266-91.1% | $2,203-90.8% |
| Participant deferral / active EE | $950 | $2,844-66.6% | $3,560-73.3% | $3,192-70.2% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |