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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 | $187,828 | $183,539+2.3% | $155,556+20.7% | $145,897+28.7% |
| Participation rate | 30.0% | 82.7%-52.7pp | 78.2%-48.2pp | 80.3%-50.3pp |
| Annual return | 12.59% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $477 | $5,315-91.0% | $4,675-89.8% | $4,663-89.8% |
| Participant deferral / active EE | $477 | $6,467-92.6% | $5,631-91.5% | $6,689-92.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |