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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 | $142,606 | $209,425-31.9% | $178,499-20.1% | $158,966-10.3% |
| Participation rate | 16.7% | 86.4%-69.7pp | 81.9%-65.3pp | 82.0%-65.3pp |
| Annual return | 18.95% | 188.80%-169.8pp | 151.10%-132.2pp | 302.95%-284.0pp |
| Employer contribution / active EE | $35 | $5,707-99.4% | $5,011-99.3% | $4,762-99.3% |
| Participant deferral / active EE | $167 | $5,955-97.2% | $5,202-96.8% | $5,983-97.2% |
| Admin fee / account holder | $109 | $17,078-99.4% | $13,986-99.2% | $11,250-99.0% |