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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 | $239,852 | $101,063+137.3% | $81,473+194.4% | $147,586+62.5% |
| Participation rate | 15.4% | 74.5%-59.1pp | 68.0%-52.6pp | 82.8%-67.4pp |
| Annual return | 18.40% | 32.41%-14.0pp | 38.78%-20.4pp | 578.59%-560.2pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $150 | $5,812-97.4% | $4,561-96.7% | $10,886-98.6% |