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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 | $110,793 | $110,8010% | $86,615+27.9% | $167,536-33.9% |
| Participation rate | 33.3% | 75.8%-42.4pp | 71.6%-38.3pp | 82.1%-48.8pp |
| Annual return | 366.32% | 116.96%+249.4pp | 63.51%+302.8pp | 478.82%-112.5pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,830-100.0% | $12,315-100.0% |