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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 | $137,526 | $123,859+11.0% | $69,632+97.5% | $145,897-5.7% |
| Participation rate | 4.5% | 69.2%-64.7pp | 66.4%-61.9pp | 80.3%-75.8pp |
| Annual return | 118.45% | 192.49%-74.0pp | 101.32%+17.1pp | 552.29%-433.8pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,889-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,695-100.0% | $13,390-100.0% |