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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 | $190,932 | $147,556+29.4% | $129,031+48.0% | $198,609-3.9% |
| Participation rate | 33.3% | 77.2%-43.9pp | 73.4%-40.0pp | 82.4%-49.0pp |
| Annual return | 73.21% | 37.41%+35.8pp | 34.67%+38.5pp | 202.70%-129.5pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |