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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 | $105,745 | $83,908+26.0% | $68,509+54.4% | $125,388-15.7% |
| Participation rate | 25.0% | 78.2%-53.2pp | 74.7%-49.7pp | 83.2%-58.2pp |
| Annual return | 137.74% | 14.48%+123.3pp | 8.27%+129.5pp | 282.24%-144.5pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $80 | $8,982-99.1% | $5,275-98.5% | $9,541-99.2% |