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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 | $181,056 | $104,544+73.2% | $76,657+136.2% | $152,897+18.4% |
| Participation rate | 61.5% | 76.6%-15.1pp | 72.1%-10.6pp | 82.5%-20.9pp |
| Annual return | 15.45% | 1014.36%-998.9pp | 1166.74%-1151.3pp | 345.43%-330.0pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |