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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 | $169,398 | $106,557+59.0% | $91,227+85.7% | $134,545+25.9% |
| Participation rate | 11.1% | 76.8%-65.7pp | 73.2%-62.1pp | 81.2%-70.1pp |
| Annual return | 130.85% | 160.81%-30.0pp | 114.14%+16.7pp | 418.37%-287.5pp |
| Employer contribution / active EE | $0 | $3,332-100.0% | $2,851-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |