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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 | $168,090 | $138,114+21.7% | $125,391+34.1% | $134,545+24.9% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -19.30% | 750.88%-770.2pp | 572.41%-591.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $319 | $5,246-93.9% | $4,816-93.4% | $4,742-93.3% |
| Participant deferral / active EE | $319 | $7,801-95.9% | $7,448-95.7% | $6,401-95.0% |
| Admin fee / account holder | $12 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |