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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 | $187,384 | $126,113+48.6% | $116,096+61.4% | $155,188+20.7% |
| Participation rate | 20.0% | 75.1%-55.1pp | 73.3%-53.3pp | 80.8%-60.8pp |
| Annual return | 10.97% | 391.72%-380.8pp | 326.25%-315.3pp | 148.84%-137.9pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |