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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 | $189,456 | $148,582+27.5% | $135,942+39.4% | $139,456+35.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.26% | 79.26%-64.0pp | 68.28%-53.0pp | 373.45%-358.2pp |
| Employer contribution / active EE | $384 | $5,245-92.7% | $4,858-92.1% | $4,753-91.9% |
| Participant deferral / active EE | $384 | $8,101-95.3% | $7,759-95.1% | $6,711-94.3% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |