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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 | $148,112 | $112,729+31.4% | $98,716+50.0% | $137,256+7.9% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.3%-56.8pp | 80.0%-67.5pp |
| Annual return | 14.84% | 38.48%-23.6pp | 31.81%-17.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $180 | $2,725-93.4% | $2,279-92.1% | $4,156-95.7% |
| Participant deferral / active EE | $225 | $4,640-95.2% | $4,048-94.4% | $6,407-96.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |