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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 | $126,661+12.8% | $113,397+26.0% | $138,895+2.8% |
| Participation rate | 14.3% | 79.4%-65.2pp | 76.5%-62.2pp | 79.9%-65.6pp |
| Annual return | 21.42% | 25.05%-3.6pp | 23.20%-1.8pp | 145.39%-124.0pp |
| Employer contribution / active EE | $525 | $3,456-84.8% | $2,977-82.4% | $4,194-87.5% |
| Participant deferral / active EE | $657 | $5,693-88.5% | $5,076-87.1% | $6,396-89.7% |
| Admin fee / account holder | $140 | $14,549-99.0% | $11,957-98.8% | $12,562-98.9% |