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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 | $142,832 | $138,312+3.3% | $122,979+16.1% | $155,188-8.0% |
| Participation rate | 14.3% | 80.2%-65.9pp | 77.2%-62.9pp | 80.8%-66.5pp |
| Annual return | 21.42% | 22.06%-0.6pp | 20.12%+1.3pp | 148.84%-127.4pp |
| Employer contribution / active EE | $525 | $3,530-85.1% | $3,062-82.8% | $4,248-87.6% |
| Participant deferral / active EE | $657 | $5,592-88.3% | $5,003-86.9% | $6,531-89.9% |
| Admin fee / account holder | $140 | $15,089-99.1% | $12,864-98.9% | $14,480-99.0% |