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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 | $201,935 | $884,045-77.2% | $453,569-55.5% | $167,536+20.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 78.0%-28.0pp | 82.1%-32.1pp |
| Annual return | 19.20% | 29.49%-10.3pp | 64.43%-45.2pp | 478.82%-459.6pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,072-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,200 | $7,898-84.8% | $6,211-80.7% | $6,342-81.1% |
| Admin fee / account holder | $0 | $22,063-100.0% | $11,214-100.0% | $12,315-100.0% |