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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 | $145,263 | $198,457-26.8% | $170,435-14.8% | $147,586-1.6% |
| Participation rate | 11.1% | 88.0%-76.9pp | 83.6%-72.5pp | 82.8%-71.7pp |
| Annual return | 48.64% | 257.30%-208.7pp | 205.94%-157.3pp | 578.59%-530.0pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |