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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 | $186,982 | $150,447+24.3% | $136,298+37.2% | $147,586+26.7% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 18.85% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $700 | $5,256-86.7% | $4,696-85.1% | $4,876-85.6% |
| Participant deferral / active EE | $2,000 | $6,631-69.8% | $6,247-68.0% | $5,439-63.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |