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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 | $233,461 | $53,063+340.0% | $124,206+88.0% | $82,637+182.5% |
| Participation rate | 6.5% | 58.4%-51.9pp | 69.6%-63.1pp | 68.1%-61.5pp |
| Annual return | 14.79% | 68.87%-54.1pp | 515.27%-500.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $325 | $2,644-87.7% | $3,968-91.8% | $4,126-92.1% |
| Admin fee / account holder | $0 | $4,281-100.0% | $5,929-100.0% | $7,339-100.0% |