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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 | $85,774 | $81,696+5.0% | $70,494+21.7% | $158,982-46.0% |
| Participation rate | 4.8% | 77.7%-73.0pp | 75.1%-70.3pp | 82.0%-77.2pp |
| Annual return | 16.02% | 208.70%-192.7pp | 109.16%-93.1pp | 302.99%-287.0pp |
| Employer contribution / active EE | $333 | $3,220-89.6% | $2,738-87.8% | $4,763-93.0% |
| Participant deferral / active EE | $929 | $4,558-79.6% | $3,711-75.0% | $5,983-84.5% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |