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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 | $186,082 | $183,516+1.4% | $155,534+19.6% | $145,884+27.6% |
| Participation rate | 17.6% | 82.7%-65.1pp | 78.2%-60.6pp | 80.3%-62.7pp |
| Annual return | 104.54% | 61.43%+43.1pp | 64.92%+39.6pp | 551.85%-447.3pp |
| Employer contribution / active EE | $335 | $5,315-93.7% | $4,675-92.8% | $4,662-92.8% |
| Participant deferral / active EE | $391 | $6,467-94.0% | $5,630-93.1% | $6,690-94.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |