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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 | $200,537 | $77,638+158.3% | $156,551+28.1% | $62,881+218.9% |
| Participation rate | 2.2% | 71.2%-69.0pp | 84.0%-81.8pp | 69.3%-67.1pp |
| Annual return | 20.32% | 50.33%-30.0pp | 32.23%-11.9pp | 20.14%+0.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |