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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 | $87,661 | $209,422-58.1% | $178,503-50.9% | $158,982-44.9% |
| Participation rate | 12.5% | 86.4%-73.9pp | 81.9%-69.4pp | 82.0%-69.5pp |
| Annual return | 14.93% | 188.81%-173.9pp | 151.12%-136.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $168 | $5,707-97.1% | $5,011-96.6% | $4,763-96.5% |
| Participant deferral / active EE | $1,222 | $5,955-79.5% | $5,202-76.5% | $5,983-79.6% |
| Admin fee / account holder | $191 | $17,079-98.9% | $13,987-98.6% | $11,252-98.3% |