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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 | $179,672 | $165,399+8.6% | $149,745+20.0% | $158,982+13.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 18.07% | 348.34%-330.3pp | 276.72%-258.6pp | 302.99%-284.9pp |
| Employer contribution / active EE | $439 | $5,105-91.4% | $4,646-90.5% | $4,763-90.8% |
| Participant deferral / active EE | $469 | $7,183-93.5% | $6,843-93.1% | $5,983-92.2% |
| Admin fee / account holder | $6 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |