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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 | $97,379 | $58,311+67.0% | $81,882+18.9% | $80,959+20.3% |
| Participation rate | 4.0% | 63.5%-59.5pp | 72.4%-68.4pp | 67.7%-63.7pp |
| Annual return | 409.65% | 41.85%+367.8pp | 779.47%-369.8pp | 35.67%+374.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |