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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 | $82,537 | $103,949-20.6% | $69,182+19.3% | $273,972-69.9% |
| Participation rate | 16.7% | 67.4%-50.7pp | 55.1%-38.4pp | 83.0%-66.3pp |
| Annual return | 1550.74% | 35.28%+1515.5pp | -21.93%+1572.7pp | 41.46%+1509.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |