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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 | $74,763 | $69,012+8.3% | $160,009-53.3% | $68,486+9.2% |
| Participation rate | 26.2% | 65.4%-39.3pp | 78.0%-51.8pp | 67.9%-41.7pp |
| Annual return | -16.75% | -9.65%-7.1pp | 408.85%-425.6pp | -7.85%-8.9pp |
| Employer contribution / active EE | $35 | $2,212-98.4% | $4,225-99.2% | $2,597-98.6% |
| Participant deferral / active EE | $1,310 | $4,212-68.9% | $6,183-78.8% | $4,028-67.5% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,715-100.0% | $5,404-100.0% |