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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 | $68,361 | $156,927-56.4% | $121,169-43.6% | $139,456-51.0% |
| Participation rate | 28.6% | 76.4%-47.9pp | 69.5%-41.0pp | 80.3%-51.8pp |
| Annual return | 66.62% | 1475.85%-1409.2pp | 986.71%-920.1pp | 373.45%-306.8pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |