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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 | $143,681 | $153,311-6.3% | $109,313+31.4% | $273,972-47.6% |
| Participation rate | 22.2% | 80.1%-57.9pp | 71.3%-49.0pp | 83.0%-60.8pp |
| Annual return | 273.65% | 29.86%+243.8pp | 22.07%+251.6pp | 41.46%+232.2pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |