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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 | $95,343 | $61,789+54.3% | $97,167-1.9% | $80,874+17.9% |
| Participation rate | 18.2% | 63.5%-45.3pp | 72.7%-54.5pp | 67.6%-49.5pp |
| Annual return | 90.25% | -557.90%+648.1pp | 75.27%+15.0pp | 35.62%+54.6pp |
| Employer contribution / active EE | $320 | $1,837-82.6% | $2,729-88.3% | $2,756-88.4% |
| Participant deferral / active EE | $717 | $3,028-76.3% | $4,264-83.2% | $4,297-83.3% |
| Admin fee / account holder | $131 | $5,168-97.5% | $5,650-97.7% | $6,935-98.1% |