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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 | $216,639 | $196,972+10.0% | $182,262+18.9% | $198,609+9.1% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 8.10% | 158.27%-150.2pp | 140.60%-132.5pp | 202.70%-194.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,196 | $8,643-74.6% | $8,276-73.5% | $6,977-68.5% |
| Admin fee / account holder | $120 | $18,429-99.3% | $16,712-99.3% | $19,030-99.4% |