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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 | $102,046 | $107,809-5.3% | $90,657+12.6% | $135,380-24.6% |
| Participation rate | 8.3% | 78.0%-69.7pp | 74.0%-65.7pp | 82.6%-74.3pp |
| Annual return | 227.88% | -0.90%+228.8pp | 1.89%+226.0pp | 519.81%-291.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |