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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 | $157,548 | $91,911+71.4% | $68,793+129.0% | $135,382+16.4% |
| Participation rate | 25.0% | 76.7%-51.7pp | 72.2%-47.2pp | 82.6%-57.6pp |
| Annual return | -8.05% | -8.22%+0.2pp | -4.63%-3.4pp | 519.77%-527.8pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,829-100.0% |