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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 | $195,000 | $104,116+87.3% | $71,089+174.3% | $135,380+44.0% |
| Participation rate | 10.5% | 65.7%-55.1pp | 54.6%-44.1pp | 82.6%-72.1pp |
| Annual return | 11.43% | 1256.51%-1245.1pp | 650.65%-639.2pp | 519.81%-508.4pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |