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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 | $111,726 | $124,175-10.0% | $108,405+3.1% | $167,553-33.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 11.67% | 1380.13%-1368.5pp | 905.55%-893.9pp | 478.89%-467.2pp |
| Employer contribution / active EE | $192 | $4,188-95.4% | $3,559-94.6% | $4,840-96.0% |
| Participant deferral / active EE | $1,216 | $6,908-82.4% | $6,563-81.5% | $6,343-80.8% |
| Admin fee / account holder | $77 | $9,457-99.2% | $7,297-98.9% | $12,316-99.4% |