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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 | $203,149 | $148,629+36.7% | $135,982+49.4% | $139,487+45.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 20.33% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.5pp |
| Employer contribution / active EE | $319 | $5,247-93.9% | $4,859-93.4% | $4,755-93.3% |
| Participant deferral / active EE | $319 | $8,102-96.1% | $7,760-95.9% | $6,713-95.3% |
| Admin fee / account holder | $12 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |