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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 | $152,849 | $165,399-7.6% | $149,745+2.1% | $158,982-3.9% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | 24.66% | 348.34%-323.7pp | 276.72%-252.1pp | 302.99%-278.3pp |
| Employer contribution / active EE | $664 | $5,105-87.0% | $4,646-85.7% | $4,763-86.1% |
| Participant deferral / active EE | $902 | $7,183-87.4% | $6,843-86.8% | $5,983-84.9% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |