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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 | $114,967 | $61,125+88.1% | $94,057+22.2% | $87,485+31.4% |
| Participation rate | 1.5% | 64.1%-62.6pp | 73.3%-71.8pp | 68.9%-67.4pp |
| Annual return | 15.50% | 35.20%-19.7pp | 480.62%-465.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $264 | $3,260-91.9% | $4,709-94.4% | $4,274-93.8% |
| Admin fee / account holder | $120 | $5,629-97.9% | $7,244-98.3% | $7,775-98.5% |