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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 | $207,176 | $176,120+17.6% | $159,487+29.9% | $167,553+23.6% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 14.81% | 331.95%-317.1pp | 263.71%-248.9pp | 478.89%-464.1pp |
| Employer contribution / active EE | $319 | $5,299-94.0% | $4,831-93.4% | $4,840-93.4% |
| Participant deferral / active EE | $319 | $7,752-95.9% | $7,354-95.7% | $6,343-95.0% |
| Admin fee / account holder | $12 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |