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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 | $96,474 | $154,228-37.4% | $145,433-33.7% | $137,256-29.7% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 80.0%-65.7pp |
| Annual return | 15.41% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $737 | $4,804-84.7% | $4,554-83.8% | $4,156-82.3% |
| Participant deferral / active EE | $93 | $8,216-98.9% | $7,897-98.8% | $6,407-98.6% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |