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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 | $224,378 | $113,941+96.9% | $94,229+138.1% | $125,389+78.9% |
| Participation rate | 33.3% | 82.9%-49.6pp | 78.8%-45.4pp | 83.2%-49.9pp |
| Annual return | 52.81% | 5.29%+47.5pp | 10.68%+42.1pp | 282.24%-229.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |