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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 | $52,581+116.9% | $130,788-12.8% | $64,340+77.2% |
| Participation rate | 4.0% | 46.5%-42.5pp | 70.1%-66.1pp | 55.2%-51.2pp |
| Annual return | 16.80% | 20.39%-3.6pp | 386.44%-369.6pp | 24.14%-7.3pp |
| Employer contribution / active EE | $0 | $1,031-100.0% | $3,558-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $248 | $2,200-88.7% | $4,137-94.0% | $2,980-91.7% |
| Admin fee / account holder | $0 | $4,583-100.0% | $6,673-100.0% | $3,703-100.0% |