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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 | $204,819 | $175,257+16.9% | $149,717+36.8% | $139,456+46.9% |
| Participation rate | 7.7% | 83.4%-75.7pp | 78.8%-71.1pp | 80.3%-72.6pp |
| Annual return | 15.28% | 166.70%-151.4pp | 134.41%-119.1pp | 373.45%-358.2pp |
| Employer contribution / active EE | $280 | $5,477-94.9% | $4,820-94.2% | $4,753-94.1% |
| Participant deferral / active EE | $533 | $6,521-91.8% | $5,682-90.6% | $6,711-92.1% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |