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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 | $121,478 | $56,116+116.5% | $135,768-10.5% | $86,983+39.7% |
| Participation rate | 33.3% | 60.1%-26.8pp | 71.1%-37.7pp | 69.5%-36.2pp |
| Annual return | 16.92% | 125.33%-108.4pp | 526.10%-509.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $792 | $2,690-70.5% | $3,977-80.1% | $4,194-81.1% |
| Admin fee / account holder | $5 | $4,314-99.9% | $7,048-99.9% | $7,856-99.9% |