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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 | $122,287 | $104,106+17.5% | $71,086+72.0% | $135,379-9.7% |
| Participation rate | 10.0% | 65.7%-55.7pp | 54.7%-44.7pp | 82.6%-72.6pp |
| Annual return | -0.54% | 1256.30%-1256.8pp | 650.59%-651.1pp | 519.79%-520.3pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |