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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 | $140,865 | $70,366+100.2% | $66,674+111.3% | $138,895+1.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 51.92% | 386.41%-334.5pp | 321.24%-269.3pp | 145.39%-93.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $140 | $4,374-96.8% | $4,084-96.6% | $6,396-97.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |