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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 | $229,168 | $49,177+366.0% | $79,467+188.4% | $64,173+257.1% |
| Participation rate | 3.1% | 65.0%-61.9pp | 73.3%-70.2pp | 69.6%-66.4pp |
| Annual return | 62.76% | -1.16%+63.9pp | 718.30%-655.5pp | 7.63%+55.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |