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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 | $164,145 | $65,566+150.4% | $86,235+90.3% | $75,177+118.3% |
| Participation rate | 11.8% | 60.5%-48.7pp | 69.0%-57.2pp | 67.2%-55.4pp |
| Annual return | 21.45% | 46.07%-24.6pp | 1170.03%-1148.6pp | 160.75%-139.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $365 | $3,023-87.9% | $3,987-90.8% | $4,126-91.1% |
| Admin fee / account holder | $193 | $5,470-96.5% | $6,856-97.2% | $5,651-96.6% |