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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 | $171,501 | $103,393+65.9% | $87,103+96.9% | $152,909+12.2% |
| Participation rate | 8.3% | 79.4%-71.0pp | 76.9%-68.5pp | 82.5%-74.1pp |
| Annual return | 37.26% | 28.10%+9.2pp | 28.19%+9.1pp | 345.46%-308.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,375 | $4,778-71.2% | $4,049-66.0% | $5,851-76.5% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |