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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 | $154,376 | $114,073+35.3% | $96,161+60.5% | $167,518-7.8% |
| Participation rate | 17.6% | 75.1%-57.4pp | 68.4%-50.8pp | 82.1%-64.5pp |
| Annual return | 11.76% | 189.95%-178.2pp | 192.01%-180.2pp | 478.71%-466.9pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $857 | $5,195-83.5% | $4,349-80.3% | $6,342-86.5% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |