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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 | $92,930 | $96,508-3.7% | $75,901+22.4% | $152,897-39.2% |
| Participation rate | 52.4% | 76.2%-23.8pp | 69.3%-16.9pp | 82.5%-30.1pp |
| Annual return | 289.24% | 33.99%+255.2pp | 30.76%+258.5pp | 345.43%-56.2pp |
| Employer contribution / active EE | $430 | $3,310-87.0% | $2,501-82.8% | $4,764-91.0% |
| Participant deferral / active EE | $901 | $4,554-80.2% | $3,603-75.0% | $5,851-84.6% |
| Admin fee / account holder | $116 | $8,081-98.6% | $5,420-97.9% | $11,599-99.0% |