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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 | $115,902 | $94,529+22.6% | $140,019-17.2% | $64,181+80.6% |
| Participation rate | 21.4% | 84.1%-62.7pp | 87.5%-66.1pp | 69.6%-48.1pp |
| Annual return | -4.98% | 7.77%-12.8pp | 651.15%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $674 | $3,812-82.3% | $5,605-88.0% | $2,381-71.7% |
| Participant deferral / active EE | $652 | $5,250-87.6% | $6,927-90.6% | $3,470-81.2% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |