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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 | $172,111-44.0% | $150,298-35.9% | $137,256-29.8% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 545.64% | 69.37%+476.3pp | 62.79%+482.9pp | 220.34%+325.3pp |
| Employer contribution / active EE | $556 | $4,636-88.0% | $4,154-86.6% | $4,156-86.6% |
| Participant deferral / active EE | $1,439 | $6,166-76.7% | $5,453-73.6% | $6,407-77.5% |
| Admin fee / account holder | $18 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |