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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 | $216,902 | $160,070+35.5% | $147,117+47.4% | $145,897+48.7% |
| Participation rate | 27.3% | 84.0%-56.8pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 17.46% | 98.69%-81.2pp | 420.54%-403.1pp | 552.29%-534.8pp |
| Employer contribution / active EE | $209 | $5,285-96.0% | $4,932-95.8% | $4,663-95.5% |
| Participant deferral / active EE | $1,682 | $8,419-80.0% | $8,065-79.1% | $6,689-74.9% |
| Admin fee / account holder | $37 | $15,035-99.8% | $12,993-99.7% | $13,390-99.7% |