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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 | $175,043 | $102,609+70.6% | $98,090+78.5% | $138,895+26.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 81.5%-14.9pp | 79.9%-13.3pp |
| Annual return | 17.33% | 36.44%-19.1pp | 37.05%-19.7pp | 145.39%-128.1pp |
| Employer contribution / active EE | $27 | $3,867-99.3% | $3,606-99.3% | $4,194-99.4% |
| Participant deferral / active EE | $533 | $8,167-93.5% | $7,845-93.2% | $6,396-91.7% |
| Admin fee / account holder | $176 | $11,434-98.5% | $11,815-98.5% | $12,562-98.6% |