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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 | $180,312 | $176,105+2.4% | $159,474+13.1% | $167,536+7.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 10.58% | 331.91%-321.3pp | 263.68%-253.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $97 | $5,299-98.2% | $4,831-98.0% | $4,839-98.0% |
| Participant deferral / active EE | $564 | $7,751-92.7% | $7,353-92.3% | $6,342-91.1% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |