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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 | $243,598 | $157,304+54.9% | $141,197+72.5% | $152,909+59.3% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 27.82% | 64.34%-36.5pp | 71.41%-43.6pp | 345.46%-317.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,827 | $7,111-74.3% | $6,710-72.8% | $5,851-68.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |