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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 | $99,879 | $85,766+16.5% | $136,298-26.7% | $70,126+42.4% |
| Participation rate | 10.7% | 74.2%-63.4pp | 81.9%-71.2pp | 69.5%-58.8pp |
| Annual return | 25.94% | 31.46%-5.5pp | 5156.27%-5130.3pp | 73.15%-47.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |