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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 | $145,032 | $121,701+19.2% | $104,639+38.6% | $158,982-8.8% |
| Participation rate | 16.7% | 77.5%-60.9pp | 74.1%-57.4pp | 82.0%-65.3pp |
| Annual return | 5.43% | 465.72%-460.3pp | 340.67%-335.2pp | 302.99%-297.6pp |
| Employer contribution / active EE | $80 | $3,165-97.5% | $2,682-97.0% | $4,763-98.3% |
| Participant deferral / active EE | $80 | $4,176-98.1% | $3,738-97.9% | $5,983-98.7% |
| Admin fee / account holder | $20 | $7,778-99.7% | $6,465-99.7% | $11,252-99.8% |