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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 | $231,246 | $100,139+130.9% | $85,187+171.5% | $145,884+58.5% |
| Participation rate | 5.9% | 74.1%-68.2pp | 67.5%-61.6pp | 80.3%-74.4pp |
| Annual return | 699.97% | 84.15%+615.8pp | 66.67%+633.3pp | 551.85%+148.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |