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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 | $138,823 | $55,457+150.3% | $77,361+79.4% | $94,015+47.7% |
| Participation rate | 4.2% | 69.8%-65.7pp | 75.0%-70.8pp | 70.8%-66.7pp |
| Annual return | 14.32% | 15.57%-1.2pp | 1011.54%-997.2pp | 17.84%-3.5pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $130 | $3,069-95.8% | $3,911-96.7% | $4,249-96.9% |
| Admin fee / account holder | $20 | $4,334-99.5% | $5,894-99.7% | $8,951-99.8% |