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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 | $238,219 | $202,345+17.7% | $172,755+37.9% | $152,885+55.8% |
| Participation rate | 29.4% | 87.1%-57.6pp | 82.6%-53.2pp | 82.5%-53.0pp |
| Annual return | 25.66% | 1029.77%-1004.1pp | 802.94%-777.3pp | 345.39%-319.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $135 | $5,948-97.7% | $5,198-97.4% | $5,851-97.7% |
| Admin fee / account holder | $180 | $17,111-98.9% | $13,955-98.7% | $11,598-98.4% |