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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 | $96,302 | $227,399-57.7% | $189,758-49.3% | $198,609-51.5% |
| Participation rate | 25.0% | 84.0%-59.0pp | 79.8%-54.8pp | 82.4%-57.4pp |
| Annual return | 545.64% | 61.03%+484.6pp | 52.62%+493.0pp | 202.70%+342.9pp |
| Employer contribution / active EE | $556 | $5,526-89.9% | $4,767-88.3% | $5,055-89.0% |
| Participant deferral / active EE | $1,439 | $6,837-79.0% | $5,856-75.4% | $6,977-79.4% |
| Admin fee / account holder | $18 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |