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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 | $142,659 | $57,305+148.9% | $86,640+64.7% | $75,173+89.8% |
| Participation rate | 2.9% | 63.2%-60.4pp | 71.7%-68.9pp | 67.2%-64.3pp |
| Annual return | 16.87% | 2674.24%-2657.4pp | 592.52%-575.7pp | 160.72%-143.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $229 | $3,320-93.1% | $4,438-94.8% | $4,126-94.5% |
| Admin fee / account holder | $105 | $4,116-97.4% | $5,616-98.1% | $5,651-98.1% |