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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 | $174,562 | $156,398+11.6% | $147,318+18.5% | $138,895+25.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 14.80% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $255 | $8,237-96.9% | $7,906-96.8% | $6,396-96.0% |
| Admin fee / account holder | $40 | $14,976-99.7% | $13,708-99.7% | $12,562-99.7% |