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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 | $156,359 | $106,918+46.2% | $84,021+86.1% | $152,897+2.3% |
| Participation rate | 56.3% | 75.2%-19.0pp | 69.0%-12.8pp | 82.5%-26.2pp |
| Annual return | 0.00% | 105.01%-105.0pp | 71.32%-71.3pp | 345.43%-345.4pp |
| Employer contribution / active EE | $237 | $2,735-91.4% | $1,984-88.1% | $4,764-95.0% |
| Participant deferral / active EE | $756 | $4,012-81.2% | $3,239-76.7% | $5,851-87.1% |
| Admin fee / account holder | $141 | $8,288-98.3% | $6,102-97.7% | $11,599-98.8% |