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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 | $50,486 | $111,787-54.8% | $93,681-46.1% | $145,978-65.4% |
| Participation rate | 5.3% | 74.2%-69.0pp | 68.7%-63.5pp | 80.3%-75.0pp |
| Annual return | 4336.38% | 203.52%+4132.9pp | 133.47%+4202.9pp | 550.52%+3785.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |