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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 | $116,710 | $115,810+0.8% | $101,271+15.2% | $158,966-26.6% |
| Participation rate | 26.7% | 79.4%-52.7pp | 75.8%-49.1pp | 82.0%-55.3pp |
| Annual return | 70.77% | 56.15%+14.6pp | 46.48%+24.3pp | 302.95%-232.2pp |
| Employer contribution / active EE | $339 | $4,175-91.9% | $3,660-90.7% | $4,762-92.9% |
| Participant deferral / active EE | $1,041 | $4,958-79.0% | $4,371-76.2% | $5,983-82.6% |
| Admin fee / account holder | $13 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |