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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 | $155,649 | $140,578+10.7% | $100,671+54.6% | $125,389+24.1% |
| Participation rate | 20.0% | 80.4%-60.4pp | 70.7%-50.7pp | 83.2%-63.2pp |
| Annual return | 116.56% | 24.67%+91.9pp | 20.43%+96.1pp | 282.24%-165.7pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $80 | $6,716-98.8% | $4,850-98.4% | $9,541-99.2% |