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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 | $88,275 | $102,638-14.0% | $81,991+7.7% | $158,966-44.5% |
| Participation rate | 16.7% | 75.5%-58.9pp | 69.3%-52.6pp | 82.0%-65.3pp |
| Annual return | 16.45% | 61.05%-44.6pp | 41.31%-24.9pp | 302.95%-286.5pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $139 | $8,237-98.3% | $5,665-97.5% | $11,250-98.8% |