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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 | $68,028 | $58,726+15.8% | $142,898-52.4% | $85,851-20.8% |
| Participation rate | 18.4% | 58.5%-40.1pp | 72.0%-53.6pp | 69.3%-51.0pp |
| Annual return | 18.37% | 27.73%-9.4pp | 5639.64%-5621.3pp | 318.63%-300.3pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $888 | $2,609-66.0% | $3,838-76.9% | $3,952-77.5% |
| Admin fee / account holder | $0 | $4,234-100.0% | $6,560-100.0% | $6,261-100.0% |