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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 | $103,185 | $167,362-38.3% | $143,799-28.2% | $134,532-23.3% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -6.77% | 0.47%-7.2pp | -0.04%-6.7pp | 418.27%-425.0pp |
| Employer contribution / active EE | $559 | $5,620-90.1% | $4,952-88.7% | $4,741-88.2% |
| Participant deferral / active EE | $606 | $6,447-90.6% | $5,638-89.3% | $6,401-90.5% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |