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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 | $151,093 | $157,304-3.9% | $141,197+7.0% | $152,909-1.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 24.29% | 64.34%-40.1pp | 71.41%-47.1pp | 345.46%-321.2pp |
| Employer contribution / active EE | $740 | $5,263-85.9% | $4,736-84.4% | $4,764-84.5% |
| Participant deferral / active EE | $844 | $7,111-88.1% | $6,710-87.4% | $5,851-85.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |