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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 | $106,636 | $217,432-51.0% | $185,851-42.6% | $167,553-36.4% |
| Participation rate | 13.3% | 86.1%-72.7pp | 81.7%-68.4pp | 82.1%-68.8pp |
| Annual return | 12.34% | 148.43%-136.1pp | 122.11%-109.8pp | 478.89%-466.6pp |
| Employer contribution / active EE | $533 | $5,874-90.9% | $5,168-89.7% | $4,840-89.0% |
| Participant deferral / active EE | $1,643 | $6,357-74.2% | $5,569-70.5% | $6,343-74.1% |
| Admin fee / account holder | $230 | $19,820-98.8% | $16,245-98.6% | $12,316-98.1% |