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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 | $203,878 | $115,866+76.0% | $65,328+212.1% | $139,456+46.2% |
| Participation rate | 12.5% | 67.8%-55.3pp | 64.9%-52.4pp | 80.3%-67.8pp |
| Annual return | 51.92% | 31.21%+20.7pp | 47.39%+4.5pp | 373.45%-321.5pp |
| Employer contribution / active EE | $0 | $2,600-100.0% | $1,692-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,705-100.0% | $4,116-100.0% | $11,407-100.0% |