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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 | $62,726 | $142,361-55.9% | $119,608-47.6% | $134,509-53.4% |
| Participation rate | 4.2% | 82.8%-78.7pp | 79.3%-75.1pp | 81.2%-77.1pp |
| Annual return | -19.44% | -12.46%-7.0pp | -14.98%-4.5pp | 418.13%-437.6pp |
| Employer contribution / active EE | $175 | $5,224-96.7% | $4,232-95.9% | $4,741-96.3% |
| Participant deferral / active EE | $875 | $6,468-86.5% | $5,601-84.4% | $6,400-86.3% |
| Admin fee / account holder | $81 | $13,588-99.4% | $10,326-99.2% | $11,427-99.3% |