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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 | $142,513 | $111,830+27.4% | $93,696+52.1% | $145,884-2.3% |
| Participation rate | 8.3% | 74.2%-65.9pp | 68.7%-60.4pp | 80.3%-72.0pp |
| Annual return | 8.87% | 204.08%-195.2pp | 133.74%-124.9pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $50 | $10,249-99.5% | $8,287-99.4% | $13,392-99.6% |