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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 | $135,654 | $148,623-8.7% | $135,974-0.2% | $139,466-2.7% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 14.89% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.8pp |
| Employer contribution / active EE | $748 | $5,246-85.7% | $4,859-84.6% | $4,754-84.3% |
| Participant deferral / active EE | $1,040 | $8,103-87.2% | $7,760-86.6% | $6,712-84.5% |
| Admin fee / account holder | $144 | $12,406-98.8% | $10,767-98.7% | $11,409-98.7% |