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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 | $141,999 | $173,397-18.1% | $135,987+4.4% | $145,877-2.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.4%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.60% | 1166.18%-1151.6pp | 580.01%-565.4pp | 551.28%-536.7pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |