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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 | $176,085 | $148,629+18.5% | $135,982+29.5% | $139,487+26.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.42% | 79.33%-60.9pp | 68.32%-49.9pp | 373.84%-355.4pp |
| Employer contribution / active EE | $722 | $5,247-86.2% | $4,859-85.1% | $4,755-84.8% |
| Participant deferral / active EE | $2,067 | $8,102-74.5% | $7,760-73.4% | $6,713-69.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |