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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 | $37,934 | $198,457-80.9% | $170,435-77.7% | $147,586-74.3% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 13.85% | 257.30%-243.5pp | 205.94%-192.1pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,168 | $6,183-81.1% | $5,432-78.5% | $4,876-76.1% |
| Participant deferral / active EE | $1,768 | $5,629-68.6% | $4,939-64.2% | $5,439-67.5% |
| Admin fee / account holder | $39 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |