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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 | $107,856 | $99,079+8.9% | $78,002+38.3% | $273,972-60.6% |
| Participation rate | 15.0% | 78.6%-63.6pp | 75.5%-60.5pp | 83.0%-68.0pp |
| Annual return | 7.02% | 217.93%-210.9pp | 425.99%-419.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $126 | $8,954-98.6% | $5,481-97.7% | $10,133-98.8% |