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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 | $114,028 | $51,736+120.4% | $120,225-5.2% | $67,986+67.7% |
| Participation rate | 4.0% | 46.1%-42.1pp | 69.6%-65.6pp | 57.2%-53.2pp |
| Annual return | 16.80% | 31.98%-15.2pp | 439.23%-422.4pp | 31.67%-14.9pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $248 | $2,206-88.7% | $3,999-93.8% | $3,358-92.6% |
| Admin fee / account holder | $0 | $4,159-100.0% | $5,696-100.0% | $3,203-100.0% |