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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 | $165,126 | $175,231-5.8% | $149,696+10.3% | $139,466+18.4% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 13.03% | 166.77%-153.7pp | 134.46%-121.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $532 | $5,478-90.3% | $4,821-89.0% | $4,754-88.8% |
| Participant deferral / active EE | $532 | $6,521-91.8% | $5,682-90.6% | $6,712-92.1% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |