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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 | $123,155+20.3% | $108,753+36.2% | $155,188-4.6% |
| Participation rate | 12.5% | 75.6%-63.1pp | 71.1%-58.6pp | 80.8%-68.3pp |
| Annual return | 14.84% | 44.73%-29.9pp | 37.47%-22.6pp | 148.84%-134.0pp |
| Employer contribution / active EE | $180 | $2,811-93.6% | $2,427-92.6% | $4,248-95.8% |
| Participant deferral / active EE | $225 | $4,623-95.1% | $4,115-94.5% | $6,531-96.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |