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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 | $209,362 | $87,016+140.6% | $63,244+231.0% | $125,389+67.0% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.0%-37.7pp | 83.2%-49.9pp |
| Annual return | 2.98% | 21.71%-18.7pp | -70.31%+73.3pp | 282.24%-279.3pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |