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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 | $220,908 | $111,814+97.6% | $103,374+113.7% | $145,959+51.3% |
| Participation rate | 9.1% | 77.9%-68.8pp | 74.5%-65.4pp | 80.3%-71.2pp |
| Annual return | 12.35% | 24.77%-12.4pp | 24.89%-12.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $15 | $5,618-99.7% | $5,058-99.7% | $6,689-99.8% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |