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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 | $217,829 | $275,752-21.0% | $256,809-15.2% | $198,609+9.7% |
| Participation rate | 33.3% | 89.2%-55.8pp | 88.5%-55.2pp | 82.4%-49.0pp |
| Annual return | 6.90% | 34.81%-27.9pp | 32.73%-25.8pp | 202.70%-195.8pp |
| Employer contribution / active EE | $1,820 | $7,721-76.4% | $7,263-74.9% | $5,055-64.0% |
| Participant deferral / active EE | $1,300 | $10,037-87.0% | $9,520-86.3% | $6,977-81.4% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |