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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 | $87,837 | $58,726+49.6% | $142,898-38.5% | $85,847+2.3% |
| Participation rate | 4.2% | 58.5%-54.3pp | 72.0%-67.8pp | 69.3%-65.2pp |
| Annual return | 13.89% | 27.73%-13.8pp | 5639.64%-5625.7pp | 318.61%-304.7pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10 | $4,234-99.8% | $6,560-99.8% | $6,261-99.8% |