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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 | $209,904 | $152,597+37.6% | $117,533+78.6% | $134,532+56.0% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | 213.88% | 53.04%+160.8pp | 29.77%+184.1pp | 418.27%-204.4pp |
| Employer contribution / active EE | $150 | $5,576-97.3% | $4,179-96.4% | $4,741-96.8% |
| Participant deferral / active EE | $150 | $4,821-96.9% | $4,072-96.3% | $6,401-97.7% |
| Admin fee / account holder | $6 | $7,007-99.9% | $5,647-99.9% | $11,429-99.9% |