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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 | $91,116 | $29,670+207.1% | $56,054+62.5% | $80,911+12.6% |
| Participation rate | 7.4% | 41.7%-34.3pp | 52.5%-45.1pp | 67.6%-60.2pp |
| Annual return | 18.89% | 35.24%-16.3pp | 1705.95%-1687.1pp | 35.63%-16.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,952-100.0% | $4,297-100.0% |
| Admin fee / account holder | $48 | $2,431-98.0% | $2,822-98.3% | $6,935-99.3% |