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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 | $73,686 | $46,360+58.9% | $147,617-50.1% | $52,331+40.8% |
| Participation rate | 3.8% | 64.9%-61.2pp | 84.6%-80.8pp | 68.1%-64.3pp |
| Annual return | -0.68% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $82 | $2,126-96.2% | $5,564-98.5% | $1,882-95.7% |
| Participant deferral / active EE | $205 | $2,258-90.9% | $4,895-95.8% | $3,022-93.2% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |