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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 | $201,214 | $51,642+289.6% | $129,384+55.5% | $80,935+148.6% |
| Participation rate | 11.8% | 56.9%-45.2pp | 69.6%-57.9pp | 67.7%-55.9pp |
| Annual return | 27.37% | 20.78%+6.6pp | 9461.77%-9434.4pp | 35.66%-8.3pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $293 | $2,670-89.0% | $4,166-93.0% | $4,299-93.2% |
| Admin fee / account holder | $0 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |