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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 | $119,246 | $167,353-28.7% | $143,797-17.1% | $134,545-11.4% |
| Participation rate | 52.9% | 84.8%-31.9pp | 80.3%-27.4pp | 81.2%-28.3pp |
| Annual return | -8.48% | 0.48%-9.0pp | -0.04%-8.4pp | 418.37%-426.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,952 | $6,447-69.7% | $5,638-65.4% | $6,401-69.5% |
| Admin fee / account holder | $39 | $18,096-99.8% | $14,679-99.7% | $11,431-99.7% |