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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 | $89,328 | $88,778+0.6% | $81,844+9.1% | $145,884-38.8% |
| Participation rate | 15.4% | 75.1%-59.7pp | 72.4%-57.0pp | 80.3%-64.9pp |
| Annual return | 15.45% | 1033.03%-1017.6pp | 778.87%-763.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $148 | $3,087-95.2% | $2,916-94.9% | $4,662-96.8% |
| Participant deferral / active EE | $148 | $4,648-96.8% | $4,323-96.6% | $6,690-97.8% |
| Admin fee / account holder | $30 | $8,430-99.6% | $7,355-99.6% | $13,392-99.8% |