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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 | $95,534 | $160,028-40.3% | $147,080-35.0% | $145,884-34.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 40.02% | 98.60%-58.6pp | 420.17%-380.2pp | 551.85%-511.8pp |
| Employer contribution / active EE | $488 | $5,286-90.8% | $4,933-90.1% | $4,662-89.5% |
| Participant deferral / active EE | $1,583 | $8,422-81.2% | $8,066-80.4% | $6,690-76.3% |
| Admin fee / account holder | $49 | $15,030-99.7% | $12,989-99.6% | $13,392-99.6% |