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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 | $153,348 | $217,432-29.5% | $185,849-17.5% | $167,536-8.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 16.72% | 148.42%-131.7pp | 122.10%-105.4pp | 478.82%-462.1pp |
| Employer contribution / active EE | $673 | $5,875-88.6% | $5,169-87.0% | $4,839-86.1% |
| Participant deferral / active EE | $673 | $6,357-89.4% | $5,569-87.9% | $6,342-89.4% |
| Admin fee / account holder | $30 | $19,818-99.8% | $16,244-99.8% | $12,315-99.8% |