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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 | $189,269 | $162,136+16.7% | $152,301+24.3% | $154,746+22.3% |
| Participation rate | 12.5% | 84.1%-71.6pp | 82.4%-69.9pp | 80.7%-68.2pp |
| Annual return | 15.39% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $126 | $8,341-98.5% | $8,004-98.4% | $6,730-98.1% |
| Admin fee / account holder | $60 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |