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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 | $78,044 | $116,190-32.8% | $93,614-16.6% | $152,885-49.0% |
| Participation rate | 33.3% | 78.0%-44.7pp | 75.8%-42.5pp | 82.5%-49.1pp |
| Annual return | 3017.40% | 35.96%+2981.4pp | 32.76%+2984.6pp | 345.39%+2672.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |