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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 | $185,312-48.0% | $161,489-40.4% | $154,746-37.8% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 545.64% | 103.84%+441.8pp | 89.72%+455.9pp | 172.34%+373.3pp |
| Employer contribution / active EE | $556 | $4,769-88.4% | $4,268-87.0% | $4,379-87.3% |
| Participant deferral / active EE | $1,439 | $6,350-77.3% | $5,630-74.4% | $6,730-78.6% |
| Admin fee / account holder | $18 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |