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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 | $155,649 | $157,276-1.0% | $141,177+10.3% | $152,885+1.8% |
| Participation rate | 8.3% | 84.8%-76.5pp | 82.5%-74.1pp | 82.5%-74.1pp |
| Annual return | 21.59% | 64.33%-42.7pp | 71.40%-49.8pp | 345.39%-323.8pp |
| Employer contribution / active EE | $631 | $5,262-88.0% | $4,736-86.7% | $4,763-86.8% |
| Participant deferral / active EE | $1,583 | $7,110-77.7% | $6,710-76.4% | $5,851-72.9% |
| Admin fee / account holder | $208 | $12,123-98.3% | $10,263-98.0% | $11,598-98.2% |