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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 | $123,929 | $183,539-32.5% | $155,556-20.3% | $145,897-15.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 21.22% | 61.31%-40.1pp | 64.84%-43.6pp | 552.29%-531.1pp |
| Employer contribution / active EE | $875 | $5,315-83.5% | $4,675-81.3% | $4,663-81.2% |
| Participant deferral / active EE | $1,429 | $6,467-77.9% | $5,631-74.6% | $6,689-78.6% |
| Admin fee / account holder | $33 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |