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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 | $59,532 | $175,257-66.0% | $149,717-60.2% | $139,456-57.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 23.15% | 166.70%-143.6pp | 134.41%-111.3pp | 373.45%-350.3pp |
| Employer contribution / active EE | $1,059 | $5,477-80.7% | $4,820-78.0% | $4,753-77.7% |
| Participant deferral / active EE | $1,660 | $6,521-74.5% | $5,682-70.8% | $6,711-75.3% |
| Admin fee / account holder | $27 | $16,156-99.8% | $13,213-99.8% | $11,407-99.8% |