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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 | $106,774 | $52,450+103.6% | $129,384-17.5% | $74,459+43.4% |
| Participation rate | 13.0% | 53.8%-40.8pp | 69.6%-56.6pp | 67.2%-54.2pp |
| Annual return | 18.54% | 15.65%+2.9pp | 9461.77%-9443.2pp | 1369.70%-1351.2pp |
| Employer contribution / active EE | $56 | $1,532-96.3% | $4,153-98.6% | $2,626-97.9% |
| Participant deferral / active EE | $140 | $2,797-95.0% | $4,166-96.7% | $4,350-96.8% |
| Admin fee / account holder | $0 | $2,636-100.0% | $7,686-100.0% | $1,945-100.0% |