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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 | $170,869 | $157,296+8.6% | $141,191+21.0% | $152,897+11.8% |
| Participation rate | 23.1% | 84.8%-61.7pp | 82.5%-59.4pp | 82.5%-59.4pp |
| Annual return | 22.03% | 64.34%-42.3pp | 71.41%-49.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $517 | $5,262-90.2% | $4,736-89.1% | $4,764-89.1% |
| Participant deferral / active EE | $517 | $7,111-92.7% | $6,710-92.3% | $5,851-91.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |