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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 | $60,486 | $45,119+34.1% | $85,126-28.9% | $74,429-18.7% |
| Participation rate | 1.7% | 49.4%-47.7pp | 67.5%-65.9pp | 67.2%-65.6pp |
| Annual return | 5428.74% | 26.28%+5402.5pp | 66.63%+5362.1pp | 1368.38%+4060.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $138 | $2,738-95.0% | $4,523-96.9% | $4,348-96.8% |
| Admin fee / account holder | $116 | $2,214-94.8% | $6,160-98.1% | $1,944-94.0% |