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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 | $240,743 | $95,975+150.8% | $74,552+222.9% | $135,382+77.8% |
| Participation rate | 14.3% | 75.7%-61.4pp | 69.1%-54.9pp | 82.6%-68.4pp |
| Annual return | 3.51% | 56.96%-53.5pp | 32.53%-29.0pp | 519.77%-516.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |