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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 | $110,157 | $202,342-45.6% | $172,752-36.2% | $152,897-28.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 16.49% | 1029.83%-1013.3pp | 802.97%-786.5pp | 345.43%-328.9pp |
| Employer contribution / active EE | $432 | $5,858-92.6% | $5,144-91.6% | $4,764-90.9% |
| Participant deferral / active EE | $604 | $5,948-89.8% | $5,198-88.4% | $5,851-89.7% |
| Admin fee / account holder | $37 | $17,111-99.8% | $13,955-99.7% | $11,599-99.7% |